Valued Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Valued Wealth Advisors’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 Q2	$28.7M	Buy	601,233 +43,499	+8%	+$2.08M	10.43%	4
2026 Q1	$26.7M	Buy	557,734 +11,299	+2%	+$544K	10.82%	4
2025 Q4	$26.2M	Buy	546,435 +20,149	+4%	+$971K	11.52%	4
2025 Q3	$25.4M	Buy	526,286 +44,771	+9%	+$2.15M	11.77%	4
2025 Q2	$23.1M	Buy	481,515 +51,272	+12%	+$2.44M	12.06%	3
2025 Q1	$20.4M	Buy	430,243 +17,960	+4%	+$848K	12.27%	3
2024 Q4	$19.3M	Buy	412,283 +53,185	+15%	+$2.52M	12.11%	3
2024 Q3	$17.1M	Buy	359,098 +10,204	+3%	+$484K	11.11%	4
2024 Q2	$16.4M	Buy	348,894 +21,870	+7%	+$1.03M	11.26%	4
2024 Q1	$15.4M	Buy	327,024 +4,080	+1%	+$192K	10.9%	4
2023 Q4	$15M	Buy	+322,944	New	+$15M	13.83%	2

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

Valued Wealth Advisors's DFSD Position: Q2 2026 in Review

Valued Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.8% in Q2 2026, buying an estimated $2.08M and bringing the position to 601,233 shares worth $28.7M. The position accounts for 10.43% of the portfolio, ranked #4.

Valued Wealth Advisors first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 171 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Valued Wealth Advisors held 601,233 shares of Dimensional Short-Duration Fixed Income ETF worth $28.7M as of Q2 2026.
Valued Wealth Advisors bought 43,499 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.08M.
Dimensional Short-Duration Fixed Income ETF made up 10.43% of Valued Wealth Advisors's portfolio in Q2 2026, its #4 holding.
Valued Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
171 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.