GCA
DFSD

Gradient Capital Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Gradient Capital Advisors’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 		$12.3M Buy
257,184
+23,489
+10% +$1.12M 2.84% 6
2026
Q1 		$11.2M Buy
233,695
+9,237
+4% +$444K 2.9% 6
2025
Q4 		$10.8M Buy
224,458
+2,006
+0.9% +$96.7K 2.77% 6
2025
Q3 		$10.7M Buy
222,452
+18,281
+9% +$880K 2.87% 5
2025
Q2 		$9.8M Sell
204,171
-3,426
-2% -$163K 2.9% 6
2025
Q1 		$9.87M Buy
207,597
+20,131
+11% +$951K 3.22% 5
2024
Q4 		$8.79M Buy
187,466
+30,718
+20% +$1.45M 2.83% 7
2024
Q3 		$7.48M Buy
156,748
+37,533
+31% +$1.78M 2.48% 8
2024
Q2 		$5.6M Buy
119,215
+27,512
+30% +$1.29M 2% 12
2024
Q1 		$4.31M Buy
91,703
+15,849
+21% +$745K 1.58% 19
2023
Q4 		$3.57M Sell
75,854
-1,960
-3% -$91.3K 1.36% 21
2023
Q3 		$3.61M Buy
77,814
+3,467
+5% +$161K 1.51% 19
2023
Q2 		$3.45M Buy
74,347
+5,165
+7% +$241K 1.38% 20
2023
Q1 		$3.23M Buy
69,182
+3,725
+6% +$173K 1.37% 21
2022
Q4 		$3.02M Buy
65,457
+15,824
+32% +$727K 1.37% 20
2022
Q3 		$2.28M Sell
49,633
-2,577
-5% -$121K 1.09% 25
2022
Q2 		$2.45M Buy
52,210
+15,480
+42% +$731K 1.17% 24
2022
Q1 		$1.76M Buy
36,730
+18,375
+100% +$899K 0.75% 32
2021
Q4 		$918K Buy
+18,355
New +$918K 0.38% 60

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

Gradient Capital Advisors's DFSD Position: Q2 2026 in Review

Gradient Capital Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q2 2026, buying an estimated $1.12M and bringing the position to 257,184 shares worth $12.3M. The position accounts for 2.84% of the portfolio, ranked #6.

Gradient Capital Advisors first reported a position in DFSD in Q4 2021 and has held it in 19 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Gradient Capital Advisors held 257,184 shares of Dimensional Short-Duration Fixed Income ETF worth $12.3M as of Q2 2026.
  • Gradient Capital Advisors bought 23,489 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.12M.
  • Dimensional Short-Duration Fixed Income ETF made up 2.84% of Gradient Capital Advisors's portfolio in Q2 2026, its #6 holding.
  • Gradient Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.