Wealth Enhancement Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealth Enhancement Advisory Services’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	$9.15M	Buy	195,976 +7,710	+4%	+$364K	0.01%	768
2026 Q2	$8.97M	Buy	188,266 +13,904	+8%	+$666K	0.02%	721
2026 Q1	$8.36M	Sell	174,362 -25,182	-13%	-$1.21M	0.02%	667
2025 Q4	$9.6M	Buy	199,544 +11,851	+6%	+$571K	0.01%	710
2025 Q3	$9.07M	Buy	187,693 +13,984	+8%	+$673K	0.01%	696
2025 Q2	$8.33M	Buy	173,709 +7,000	+4%	+$333K	0.01%	698
2025 Q1	$7.92M	Buy	166,709 +169	+0.1%	+$7.98K	0.02%	664
2024 Q4	$7.81M	Buy	166,540 +6,564	+4%	+$311K	0.01%	638
2024 Q3	$7.64M	Sell	159,976 -7,818	-5%	-$371K	0.02%	597
2024 Q2	$7.89M	Buy	167,794 +71,940	+75%	+$3.38M	0.02%	552
2024 Q1	$4.51M	Buy	95,854 +11,882	+14%	+$558K	0.01%	694
2023 Q4	$3.95M	Buy	83,972 +377	+0.5%	+$17.6K	0.01%	672
2023 Q3	$3.88M	Buy	+83,595	New	+$3.89M	0.01%	641

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

Wealth Enhancement Advisory Services's DFSD Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.1% in Q3 2026, buying an estimated $364K and bringing the position to 195,976 shares worth $9.15M. The position accounts for 0.01% of the portfolio, ranked #768.

Wealth Enhancement Advisory Services first reported a position in DFSD in Q3 2023 and has held it in 13 quarters since. The position peaked at $9.6M in Q4 2025. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Wealth Enhancement Advisory Services held 195,976 shares of Dimensional Short-Duration Fixed Income ETF worth $9.15M as of Q3 2026.
Wealth Enhancement Advisory Services bought 7,710 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $364K.
Dimensional Short-Duration Fixed Income ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #768 holding.
Wealth Enhancement Advisory Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
Wealth Enhancement Advisory Services's Dimensional Short-Duration Fixed Income ETF position peaked at $9.6M in Q4 2025.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.