Tillman Hartley LLC
DFSD icon

Tillman Hartley LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Tillman Hartley LLC’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$21.3M Buy
458,798
+53,268
+13% +$2.52M 4.35% 7
2026
Q2 		$19.4M Buy
405,530
+38,769
+11% +$1.86M 4.35% 6
2026
Q1 		$17.6M Sell
366,761
-1,417
-0.4% -$68.2K 4.41% 6
2025
Q4 		$17.7M Buy
368,178
+56,405
+18% +$2.72M 4.43% 6
2025
Q3 		$15M Buy
311,773
+38,831
+14% +$1.87M 3.89% 7
2025
Q2 		$13.1M Sell
272,942
-3,382
-1% -$161K 3.71% 7
2025
Q1 		$13.1M Buy
276,324
+67,296
+32% +$3.18M 3.82% 7
2024
Q4 		$9.8M Buy
209,028
+52,678
+34% +$2.49M 2.82% 11
2024
Q3 		$7.46M Buy
156,350
+18,701
+14% +$888K 2.21% 15
2024
Q2 		$6.47M Sell
137,649
-6,176
-4% -$290K 2.21% 14
2024
Q1 		$6.77M Buy
143,825
+423
+0.3% +$19.9K 2.33% 14
2023
Q4 		$6.74M Buy
143,402
+7,118
+5% +$332K 2.51% 13
2023
Q3 		$6.32M Sell
136,284
-1,365
-1% -$63.5K 2.61% 13
2023
Q2 		$6.38M Buy
137,649
+8,938
+7% +$416K 2.54% 13
2023
Q1 		$6.01M Buy
128,711
+3,341
+3% +$155K 2.55% 13
2022
Q4 		$5.78M Buy
+125,370
New +$5.76M 2.49% 13

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return
Focus Partners Advisor Solutions
Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return
Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
OneDigital Investment Advisors
OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Beaird Harris Wealth Management
Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return
Planning Center Inc
Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Tillman Hartley LLC's DFSD Position: Q3 2026 in Review

Tillman Hartley LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 13% in Q3 2026, buying an estimated $2.52M and bringing the position to 458,798 shares worth $21.3M. The position accounts for 4.35% of the portfolio, ranked #7.

Tillman Hartley LLC first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. 412 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Tillman Hartley LLC held 458,798 shares of Dimensional Short-Duration Fixed Income ETF worth $21.3M as of Q3 2026.
  • Tillman Hartley LLC bought 53,268 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $2.52M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.35% of Tillman Hartley LLC's portfolio in Q3 2026, its #7 holding.
  • Tillman Hartley LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • 412 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Tillman Hartley LLC's 13F filing for Q3 2026, filed 6 Nov 2026.