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

Victory Financial Group’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	$590K	Buy	12,691 +16	+0.1%	+$756	0.05%	225
2026 Q2	$605K	Buy	12,675 +815	+7%	+$39K	0.06%	193
2026 Q1	$568K	Buy	11,860 +864	+8%	+$41.6K	0.07%	180
2025 Q4	$527K	Buy	+10,996	New	+$530K	0.07%	180

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 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

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Victory Financial Group's DFSD Position: Q3 2026 in Review

Victory Financial Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.13% in Q3 2026, buying an estimated $756 and bringing the position to 12,691 shares worth $590K. The position accounts for 0.05% of the portfolio, ranked #225.

Victory Financial Group first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. The position peaked at $605K in Q2 2026. 300 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Victory Financial Group held 12,691 shares of Dimensional Short-Duration Fixed Income ETF worth $590K as of Q3 2026.
Victory Financial Group bought 16 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $756.
Dimensional Short-Duration Fixed Income ETF made up 0.05% of Victory Financial Group's portfolio in Q3 2026, its #225 holding.
Victory Financial Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
Victory Financial Group's Dimensional Short-Duration Fixed Income ETF position peaked at $605K in Q2 2026.
300 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Victory Financial Group's 13F filing for Q3 2026, filed 27 Oct 2026.