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 Q3	$23.3M	Buy	501,820 +9,084	+2%	+$429K	10.42%	2
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 $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

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 West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Vestment Financial's DFSD Position: Q3 2026 in Review

Vestment Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.8% in Q3 2026, buying an estimated $429K and bringing the position to 501,820 shares worth $23.3M. The position accounts for 10.42% of the portfolio, ranked #2.

Vestment Financial first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $23.5M in Q2 2026. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Vestment Financial held 501,820 shares of Dimensional Short-Duration Fixed Income ETF worth $23.3M as of Q3 2026.
Vestment Financial bought 9,084 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $429K.
Dimensional Short-Duration Fixed Income ETF made up 10.42% of Vestment Financial's portfolio in Q3 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 8 quarters since.
Vestment Financial's Dimensional Short-Duration Fixed Income ETF position peaked at $23.5M in Q2 2026.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Vestment Financial's 13F filing for Q3 2026, filed 13 Oct 2026.