Wolfstich Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wolfstich Capital’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	$16.7M	Sell	360,398 -151,351	-30%	-$7.15M	13.59%	4
2026 Q2	$24.4M	Buy	511,749 +102,056	+25%	+$4.89M	18.87%	3
2026 Q1	$19.6M	Sell	409,693 -48,515	-11%	-$2.33M	17.11%	3
2025 Q4	$22M	Buy	+458,208	New	+$22.1M	20.25%	3
2025 Q2	–	Sell	-280,676	Closed	-$13.3M	–	15
2025 Q1	$13.3M	Hold	280,676	–	–	12.06%	3
2024 Q4	$13.2M	Buy	+280,676	New	+$13.3M	11.67%	3

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

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

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Elser Financial Planning Indianapolis, Indiana $2.28B AUM 39.33% 1-Year Est. Return

PWM

Parkshore Wealth Management Granite Bay, California $394M AUM 11.59% 1-Year Est. Return

Wolfstich Capital's DFSD Position: Q3 2026 in Review

Wolfstich Capital reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 30% in Q3 2026, selling an estimated $7.15M and leaving 360,398 shares worth $16.7M. The position accounts for 13.59% of the portfolio, ranked #4.

Wolfstich Capital first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $24.4M in Q2 2026. 102 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Wolfstich Capital held 360,398 shares of Dimensional Short-Duration Fixed Income ETF worth $16.7M as of Q3 2026.
Wolfstich Capital sold 151,351 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $7.15M.
Dimensional Short-Duration Fixed Income ETF made up 13.59% of Wolfstich Capital's portfolio in Q3 2026, its #4 holding.
Wolfstich Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
Wolfstich Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $24.4M in Q2 2026.
102 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Wolfstich Capital's 13F filing for Q3 2026, filed 14 Oct 2026.