EC
DFSD

Eaton-Cambridge’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Eaton-Cambridge’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
Q1 		$609K Hold
12,724
– – 0.19% 27
2025
Q4 		$610K Sell
12,724
-13,889
-52% -$669K 0.2% 26
2025
Q3 		$1.28M Buy
26,613
+20,782
+356% +$1M 0.45% 17
2025
Q2 		$280K Hold
5,831
– – 0.11% 31
2025
Q1 		$277K Buy
+5,831
New +$275K 0.12% 32

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Eaton-Cambridge's DFSD Position: Q1 2026 in Review

Eaton-Cambridge held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q1 2026 at 12,724 shares worth $609K. The position accounts for 0.19% of the portfolio, ranked #27.

Eaton-Cambridge first reported a position in DFSD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.28M in Q3 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Eaton-Cambridge held 12,724 shares of Dimensional Short-Duration Fixed Income ETF worth $609K as of Q1 2026.
  • Eaton-Cambridge left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.19% of Eaton-Cambridge's portfolio in Q1 2026, its #27 holding.
  • Eaton-Cambridge first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 5 quarters since.
  • Eaton-Cambridge's Dimensional Short-Duration Fixed Income ETF position peaked at $1.28M in Q3 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Eaton-Cambridge's 13F filing for Q1 2026, filed 7 May 2026.