DFSD β€” Dfa Dimensional Short-duration Fixed Income Etf Shrt Drt Fxd Incm

Ownership history in City State Bank  Β·  9 quarters on record

AI Ownership Summary

City State Bank reported Dfa Dimensional Short-duration Fixed Income Etf Shrt Drt Fxd Incm (DFSD) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 3.27% in 2026 Q1. The latest visible filing shows DFSD at 3.27% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was City State Bank's position in Dfa Dimensional Short-duration Fixed Income Etf Shrt Drt Fxd Incm, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFSD was reported at 3.27% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.27% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How City State Bank held DFSD β€” position size vs. price
% of Fund (quarterly)    DFSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 9 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 263,092 +67,403 +34.4% 3.27% $12.6M 2026-04-20 $48.06
2025 Q4 ADDED 195,689 +24,397 +14.2% 2.57% $9.4M 2026-01-28 $47.81
2025 Q3 ADDED 171,292 +30,851 +22.0% 2.38% $8.3M 2025-10-16 $47.41
2025 Q2 REDUCED 140,441 -3,200 -2.2% 2.11% $6.7M 2025-07-31 $46.49
2025 Q1 ADDED 143,641 +33,677 +30.6% 2.25% $6.8M 2025-04-11 $45.14
2024 Q4 ADDED 109,964 +62,348 +130.9% 1.82% $5.2M 2025-01-13 $44.57
2024 Q3 ADDED 47,616 +21,331 +81.2% 0.83% $2.3M 2024-10-10 $44.53
2024 Q2 ADDED 26,285 +21,285 +425.7% 0.50% $1K 2024-07-08 $43.67
2024 Q1 INITIATED 5,000 β€” β€” 0.10% $235 2024-04-11 $42.91

FAQ About City State Bank and DFSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has City State Bank reported owning DFSD?

City State Bank reported DFSD across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported DFSD position in City State Bank's portfolio?

The largest reported portfolio weight for DFSD was 3.27% in 2026 Q1.

What is the latest reported DFSD position on this page?

The most recent filing on this page is 2026 Q1, when City State Bank reported 263,092 shares, equal to 3.27% of portfolio, with an estimated market value of $12.6M.

What does the chart on this DFSD ownership page compare?

The chart compares City State Bank's quarterly DFSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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