CMP
DFSD

Coston McIsaac & Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Coston McIsaac & 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 		$7.42M Buy
155,449
+35,132
+29% +$1.68M 1.49% 18
2026
Q1 		$5.76M Buy
120,317
+26,552
+28% +$1.28M 1.3% 27
2025
Q4 		$4.5M Buy
93,765
+39,462
+73% +$1.9M 1.04% 32
2025
Q3 		$2.62M Buy
54,303
+24,297
+81% +$1.17M 0.62% 45
2025
Q2 		$1.44M Buy
30,006
+24,160
+413% +$1.15M 0.37% 55
2025
Q1 		$277K Buy
5,846
+30
+0.5% +$1.42K 0.08% 101
2024
Q4 		$272K Buy
5,816
+5,607
+2,683% +$265K 0.08% 103
2024
Q3 		$9K Buy
+209
New +$9.92K ﹤0.01% 513

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Coston McIsaac & Partners's DFSD Position: Q2 2026 in Review

Coston McIsaac & Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 29% in Q2 2026, buying an estimated $1.68M and bringing the position to 155,449 shares worth $7.42M. The position accounts for 1.49% of the portfolio, ranked #18.

Coston McIsaac & Partners first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Coston McIsaac & Partners held 155,449 shares of Dimensional Short-Duration Fixed Income ETF worth $7.42M as of Q2 2026.
  • Coston McIsaac & Partners bought 35,132 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.68M.
  • Dimensional Short-Duration Fixed Income ETF made up 1.49% of Coston McIsaac & Partners's portfolio in Q2 2026, its #18 holding.
  • Coston McIsaac & Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.