Verus Financial Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Verus Financial 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 Q1	$355K	Buy	7,375 +5	+0.1%	+$241	0.03%	97
2025 Q4	$354K	Buy	7,370 +24	+0.3%	+$1.16K	0.03%	91
2025 Q3	$354K	Buy	7,346 +17	+0.2%	+$818	0.03%	87
2025 Q2	$352K	Buy	7,329 +13	+0.2%	+$619	0.04%	79
2025 Q1	$347K	Buy	7,316 +8	+0.1%	+$378	0.04%	69
2024 Q4	$342K	Buy	7,308 +28	+0.4%	+$1.32K	0.04%	72
2024 Q3	$348K	Buy	7,280 +16	+0.2%	+$759	0.04%	72
2024 Q2	$341K	Sell	7,264 -366	-5%	-$17.2K	0.04%	69
2024 Q1	$359K	Buy	7,630 +10	+0.1%	+$470	0.04%	66
2023 Q4	$358K	Buy	7,620 +32	+0.4%	+$1.49K	0.04%	69
2023 Q3	$353K	Sell	7,588 -3,997	-35%	-$186K	0.05%	67
2023 Q2	$538K	Buy	11,585 +100	+0.9%	+$4.66K	0.07%	54
2023 Q1	$538K	Buy	+11,485	New	+$534K	0.07%	57

Other funds holding DFSD

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

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

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return