USAdvisors Wealth Management
DFSD icon

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

USAdvisors Wealth 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 		$897K Buy
19,309
+1,007
+6% +$47.6K 0.26% 75
2026
Q2 		$873K Sell
18,302
-168
-0.9% -$8.04K 0.25% 75
2026
Q1 		$881K Buy
18,470
+170
+0.9% +$8.18K 0.29% 66
2025
Q4 		$877K Buy
18,300
+753
+4% +$36.3K 0.29% 69
2025
Q3 		$845K Sell
17,547
-339
-2% -$16.3K 0.29% 70
2025
Q2 		$858K Sell
17,886
-509
-3% -$24.2K 0.32% 64
2025
Q1 		$874K Buy
18,395
+38
+0.2% +$1.79K 0.3% 66
2024
Q4 		$860K Buy
18,357
+558
+3% +$26.4K 0.28% 70
2024
Q3 		$850K Sell
17,799
-1,857
-9% -$88.1K 0.3% 69
2024
Q2 		$923K Buy
19,656
+1,247
+7% +$58.5K 0.32% 63
2024
Q1 		$866K Buy
18,409
+6,316
+52% +$297K 0.33% 68
2023
Q4 		$568K Sell
12,093
-281
-2% -$13.1K 0.24% 79
2023
Q3 		$573K Buy
12,374
+3,468
+39% +$161K 0.26% 74
2023
Q2 		$413K Sell
8,906
-1,350
-13% -$62.9K 0.2% 80
2023
Q1 		$479K Buy
10,256
+1,241
+14% +$57.6K 0.23% 81
2022
Q4 		$416K Buy
+9,015
New +$414K 0.2% 85

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Rachor Investment Advisory Services
Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

USAdvisors Wealth Management's DFSD Position: Q3 2026 in Review

USAdvisors Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.5% in Q3 2026, buying an estimated $47.6K and bringing the position to 19,309 shares worth $897K. The position accounts for 0.26% of the portfolio, ranked #75.

USAdvisors Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 16 quarters since. The position peaked at $923K in Q2 2024. 212 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • USAdvisors Wealth Management held 19,309 shares of Dimensional Short-Duration Fixed Income ETF worth $897K as of Q3 2026.
  • USAdvisors Wealth Management bought 1,007 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $47.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.26% of USAdvisors Wealth Management's portfolio in Q3 2026, its #75 holding.
  • USAdvisors Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 16 quarters since.
  • USAdvisors Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $923K in Q2 2024.
  • 212 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on USAdvisors Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.