Torren Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Torren Management’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	$7.87M	Buy	169,397 +51,241	+43%	+$2.42M	3.92%	7
2026 Q2	$5.64M	Sell	118,156 -156,496	-57%	-$7.49M	2.87%	7
2026 Q1	$13.2M	Buy	274,652 +24,182	+10%	+$1.16M	6.55%	4
2025 Q4	$12M	Buy	+250,470	New	+$12.1M	6.13%	3

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Torren Management's DFSD Position: Q3 2026 in Review

Torren Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 43% in Q3 2026, buying an estimated $2.42M and bringing the position to 169,397 shares worth $7.87M. The position accounts for 3.92% of the portfolio, ranked #7.

Torren Management first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $13.2M in Q1 2026. 297 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Torren Management held 169,397 shares of Dimensional Short-Duration Fixed Income ETF worth $7.87M as of Q3 2026.
Torren Management bought 51,241 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $2.42M.
Dimensional Short-Duration Fixed Income ETF made up 3.92% of Torren Management's portfolio in Q3 2026, its #7 holding.
Torren Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
Torren Management's Dimensional Short-Duration Fixed Income ETF position peaked at $13.2M in Q1 2026.
297 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Torren Management's 13F filing for Q3 2026, filed 29 Oct 2026.