XY Planning Network’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

XY Planning Network’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	$6.52M	Buy	140,300 +35,828	+34%	+$1.69M	0.7%	34
2026 Q2	$4.99M	Buy	104,472 +99,264	+1,906%	+$4.75M	0.63%	38
2026 Q1	$249K	Sell	5,208 -69,743	-93%	-$3.36M	0.04%	253
2025 Q4	$3.59M	Buy	74,951 +5,614	+8%	+$271K	0.63%	36
2025 Q3	$3.33M	Hold	69,337	–	–	1.13%	23
2025 Q2	$3.33M	Buy	69,337 +17,758	+34%	+$846K	1.13%	23
2025 Q1	$2.45M	Buy	51,579 +10,500	+26%	+$496K	1.63%	15
2024 Q4	$1.93M	Buy	+41,079	New	+$1.94M	1.45%	21

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

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

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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

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

XY Planning Network's DFSD Position: Q3 2026 in Review

XY Planning Network increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 34% in Q3 2026, buying an estimated $1.69M and bringing the position to 140,300 shares worth $6.52M. The position accounts for 0.7% of the portfolio, ranked #34.

XY Planning Network first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

XY Planning Network held 140,300 shares of Dimensional Short-Duration Fixed Income ETF worth $6.52M as of Q3 2026.
XY Planning Network bought 35,828 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.69M.
Dimensional Short-Duration Fixed Income ETF made up 0.7% of XY Planning Network's portfolio in Q3 2026, its #34 holding.
XY Planning Network first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.