VVP
DFSD

Venture Visionary Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Venture Visionary Partners’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 		$309K Hold
6,657
– – 0.01% 566
2026
Q2 		$318K Buy
+6,657
New +$319K 0.01% 562

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 10.22% 1-Year Est. Return
CA
Clune & Associates Chicago, Illinois $654M AUM 13.19% 1-Year Est. Return
SRWM
Shira Ridge Wealth Management Larkspur, California $288M AUM 15.73% 1-Year Est. Return
FF
Friday Financial Dubuque, Iowa $506M AUM 14.2% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $428M AUM 18.82% 1-Year Est. Return
CWA
CogentBlue Wealth Advisors Knoxville, Tennessee $108M AUM 22.99% 1-Year Est. Return

Venture Visionary Partners's DFSD Position: Q3 2026 in Review

Venture Visionary Partners held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2026 at 6,657 shares worth $309K. The position accounts for 0.01% of the portfolio, ranked #566.

Venture Visionary Partners first reported a position in DFSD in Q2 2026 and has held it in 2 quarters since. The position peaked at $318K in Q2 2026. 19 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Venture Visionary Partners held 6,657 shares of Dimensional Short-Duration Fixed Income ETF worth $309K as of Q3 2026.
  • Venture Visionary Partners left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Venture Visionary Partners's portfolio in Q3 2026, its #566 holding.
  • Venture Visionary Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Venture Visionary Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $318K in Q2 2026.
  • 19 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Venture Visionary Partners's 13F filing for Q3 2026, filed 7 Oct 2026.