Delap Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Delap Wealth 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 Q3	$6.25M	Sell	134,473 -27,281	-17%	-$1.29M	2.15%	16
2026 Q2	$7.72M	Buy	161,754 +12,236	+8%	+$586K	2.61%	13
2026 Q1	$7.16M	Buy	149,518 +25,132	+20%	+$1.21M	2.69%	11
2025 Q4	$5.96M	Buy	124,386 +12,113	+11%	+$584K	2.3%	15
2025 Q3	$5.42M	Buy	112,273 +19,696	+21%	+$948K	2.28%	14
2025 Q2	$4.44M	Buy	92,577 +17,326	+23%	+$825K	2.13%	14
2025 Q1	$3.58M	Buy	75,251 +8,477	+13%	+$400K	1.99%	12
2024 Q4	$3.13M	Buy	66,774 +19,854	+42%	+$939K	1.87%	14
2024 Q3	$2.24M	Sell	46,920 -12,872	-22%	-$611K	1.42%	20
2024 Q2	$2.81M	Buy	59,792 +33,528	+128%	+$1.57M	1.29%	19
2024 Q1	$1.24M	Buy	26,264 +14,403	+121%	+$677K	0.5%	36
2023 Q4	$558K	Buy	+11,861	New	+$552K	0.25%	45

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

Vise Technologies New York $12B AUM 18.78% 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

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 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

Delap Wealth Advisory's DFSD Position: Q3 2026 in Review

Delap Wealth Advisory reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 17% in Q3 2026, selling an estimated $1.29M and leaving 134,473 shares worth $6.25M. The position accounts for 2.15% of the portfolio, ranked #16.

Delap Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. The position peaked at $7.72M in Q2 2026. 214 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Delap Wealth Advisory held 134,473 shares of Dimensional Short-Duration Fixed Income ETF worth $6.25M as of Q3 2026.
Delap Wealth Advisory sold 27,281 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.29M.
Dimensional Short-Duration Fixed Income ETF made up 2.15% of Delap Wealth Advisory's portfolio in Q3 2026, its #16 holding.
Delap Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Delap Wealth Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $7.72M in Q2 2026.
214 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Delap Wealth Advisory's 13F filing for Q3 2026, filed 16 Oct 2026.