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

Delap Wealth Advisory's DFSD Position: Q2 2026 in Review

Delap Wealth Advisory increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.2% in Q2 2026, buying an estimated $586K and bringing the position to 161,754 shares worth $7.72M. The position accounts for 2.61% of the portfolio, ranked #13.

Delap Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

• Delap Wealth Advisory held 161,754 shares of Dimensional Short-Duration Fixed Income ETF worth $7.72M as of Q2 2026.
• Delap Wealth Advisory bought 12,236 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $586K.
• Dimensional Short-Duration Fixed Income ETF made up 2.61% of Delap Wealth Advisory's portfolio in Q2 2026, its #13 holding.
• Delap Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
• 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Delap Wealth Advisory's 13F filing for Q2 2026, filed 4 Aug 2026.