Cary Street Partners Investment Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cary Street Partners Investment Advisory’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	$497K	Buy	10,407 +3,803	+58%	+$182K	0.1%	203
2026 Q1	$316K	Buy	6,604 +233	+4%	+$11.2K	0.08%	268
2025 Q4	$305K	Buy	+6,371	New	+$307K	0.08%	240
2024 Q4	–	Sell	-6,793	Closed	-$324K	–	555
2024 Q3	$324K	Buy	6,793 +606	+10%	+$28.8K	0.01%	606
2024 Q2	$291K	Buy	+6,187	New	+$290K	0.01%	604

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Cary Street Partners Investment Advisory's DFSD Position: Q2 2026 in Review

Cary Street Partners Investment Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 58% in Q2 2026, buying an estimated $182K and bringing the position to 10,407 shares worth $497K. The position accounts for 0.1% of the portfolio, ranked #203.

Cary Street Partners Investment Advisory first reported a position in DFSD in Q2 2024 and has held it in 5 quarters since. 258 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Cary Street Partners Investment Advisory held 10,407 shares of Dimensional Short-Duration Fixed Income ETF worth $497K as of Q2 2026.
Cary Street Partners Investment Advisory bought 3,803 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $182K.
Dimensional Short-Duration Fixed Income ETF made up 0.1% of Cary Street Partners Investment Advisory's portfolio in Q2 2026, its #203 holding.
Cary Street Partners Investment Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 5 quarters since.
258 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Cary Street Partners Investment Advisory's 13F filing for Q2 2026, filed 17 Jul 2026.