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

Vestment Financial’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	$23.5M	Buy	492,736 +14,930	+3%	+$715K	10.53%	2
2026 Q1	$23M	Buy	477,806 +41,032	+9%	+$1.97M	10.85%	2
2025 Q4	$21M	Buy	436,774 +45,438	+12%	+$2.19M	10.87%	2
2025 Q3	$18.9M	Buy	391,336 +36,641	+10%	+$1.76M	10.78%	2
2025 Q2	$17M	Buy	354,695 +23,372	+7%	+$1.11M	10.79%	2
2025 Q1	$15.8M	Buy	331,323 +18,905	+6%	+$893K	11.31%	2
2024 Q4	$14.6M	Buy	+312,418	New	+$14.8M	11.19%	2

Other funds holding DFSD

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BHWM

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Vestment Financial's DFSD Position: Q2 2026 in Review

Vestment Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.1% in Q2 2026, buying an estimated $715K and bringing the position to 492,736 shares worth $23.5M. The position accounts for 10.53% of the portfolio, ranked #2.

Vestment Financial first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Vestment Financial held 492,736 shares of Dimensional Short-Duration Fixed Income ETF worth $23.5M as of Q2 2026.
Vestment Financial bought 14,930 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $715K.
Dimensional Short-Duration Fixed Income ETF made up 10.53% of Vestment Financial's portfolio in Q2 2026, its #2 holding.
Vestment Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Vestment Financial's 13F filing for Q2 2026, filed 24 Jul 2026.