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

Triumph 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	$8.4M	Buy	180,761 +7,941	+5%	+$375K	1.47%	7
2026 Q2	$8.25M	Buy	172,820 +8,699	+5%	+$417K	1.49%	8
2026 Q1	$7.86M	Buy	164,121 +13,736	+9%	+$661K	1.6%	8
2025 Q4	$7.21M	Buy	+150,385	New	+$7.25M	1.56%	11

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

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

Triumph Capital Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.6% in Q3 2026, buying an estimated $375K and bringing the position to 180,761 shares worth $8.4M. The position accounts for 1.47% of the portfolio, ranked #7.

Triumph Capital Management first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. 104 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Triumph Capital Management held 180,761 shares of Dimensional Short-Duration Fixed Income ETF worth $8.4M as of Q3 2026.
Triumph Capital Management bought 7,941 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $375K.
Dimensional Short-Duration Fixed Income ETF made up 1.47% of Triumph Capital Management's portfolio in Q3 2026, its #7 holding.
Triumph Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
104 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.