WN
DFSD

Williams & Novak’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Williams & Novak’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 		$691K Buy
14,481
+626
+5% +$30K 0.46% 59
2026
Q1 		$663K Sell
13,855
-2,793
-17% -$134K 0.5% 57
2025
Q4 		$798K Buy
16,648
+234
+1% +$11.3K 0.6% 42
2025
Q3 		$791K Buy
16,414
+2,601
+19% +$125K 0.61% 40
2025
Q2 		$663K Buy
13,813
+2,881
+26% +$137K 0.56% 51
2025
Q1 		$520K Buy
+10,932
New +$516K 0.51% 54

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Williams & Novak's DFSD Position: Q2 2026 in Review

Williams & Novak increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.5% in Q2 2026, buying an estimated $30K and bringing the position to 14,481 shares worth $691K. The position accounts for 0.46% of the portfolio, ranked #59.

Williams & Novak first reported a position in DFSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $798K in Q4 2025. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Williams & Novak held 14,481 shares of Dimensional Short-Duration Fixed Income ETF worth $691K as of Q2 2026.
  • Williams & Novak bought 626 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $30K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.46% of Williams & Novak's portfolio in Q2 2026, its #59 holding.
  • Williams & Novak first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Williams & Novak's Dimensional Short-Duration Fixed Income ETF position peaked at $798K in Q4 2025.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Williams & Novak's 13F filing for Q2 2026, filed 8 Jul 2026.