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

Tradewinds Capital 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	$6.06K	Buy	130 +1	+0.8%	+$47	﹤0.01%	446
2026 Q2	$6.14K	Sell	129 -1,571	-92%	-$75.2K	﹤0.01%	449
2026 Q1	$81.4K	Buy	1,700 +5	+0.3%	+$241	0.02%	169
2025 Q4	$81.3K	Buy	+1,695	New	+$81.7K	0.02%	171

Other funds holding DFSD

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

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

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

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

Tradewinds Capital Management's DFSD Position: Q3 2026 in Review

Tradewinds Capital Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.78% in Q3 2026, buying an estimated $47 and bringing the position to 130 shares worth $6.06K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Tradewinds Capital Management first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $81.4K in Q1 2026. 331 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Tradewinds Capital Management held 130 shares of Dimensional Short-Duration Fixed Income ETF worth $6.06K as of Q3 2026.
Tradewinds Capital Management bought 1 Dimensional Short-Duration Fixed Income ETF share in Q3 2026, an estimated $47.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Tradewinds Capital Management's portfolio in Q3 2026, its #446 holding.
Tradewinds Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
Tradewinds Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $81.4K in Q1 2026.
331 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Tradewinds Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.