CSP
DFSD

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

Cary Street Partners’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 		$912K Sell
19,102
-7,769
-29% -$372K 0.02% 517
2026
Q1 		$1.29M Buy
26,871
+3,951
+17% +$190K 0.03% 401
2025
Q4 		$1.1M Buy
22,920
+9,029
+65% +$435K 0.03% 419
2025
Q3 		$669K Buy
13,891
+2,404
+21% +$116K 0.02% 511
2025
Q2 		$552K Buy
11,487
+1,996
+21% +$95.1K 0.02% 529
2025
Q1 		$451K Buy
9,491
+1,718
+22% +$81.1K 0.01% 564
2024
Q4 		$364K Buy
+7,773
New +$368K 0.01% 572

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

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

Cary Street Partners reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 29% in Q2 2026, selling an estimated $372K and leaving 19,102 shares worth $912K. The position accounts for 0.02% of the portfolio, ranked #517.

Cary Street Partners first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.29M in Q1 2026. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Cary Street Partners held 19,102 shares of Dimensional Short-Duration Fixed Income ETF worth $912K as of Q2 2026.
  • Cary Street Partners sold 7,769 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $372K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Cary Street Partners's portfolio in Q2 2026, its #517 holding.
  • Cary Street Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Cary Street Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $1.29M in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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