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

Delap Wealth Advisory's DFSD Position: Q1 2026 in Review

Delap Wealth Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 20% in Q1 2026, buying an estimated $1.21M and bringing the position to 149,518 shares worth $7.16M. The position accounts for 2.69% of the portfolio, ranked #11.

Delap Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

• Delap Wealth Advisory held 149,518 shares of Dimensional Short-Duration Fixed Income ETF worth $7.16M as of Q1 2026.
• Delap Wealth Advisory bought 25,132 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.21M.
• Dimensional Short-Duration Fixed Income ETF made up 2.69% of Delap Wealth Advisory's portfolio in Q1 2026, its #11 holding.
• Delap Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
• 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Delap Wealth Advisory's 13F filing for Q1 2026, filed 21 Apr 2026.