ME
DFSD

McIlrath & Eck’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

McIlrath & Eck’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 		$62.1M Buy
1,297,305
+165,524
+15% +$7.96M 4.6% 3
2025
Q4 		$54.3M Buy
1,131,781
+214,986
+23% +$10.4M 5.04% 4
2025
Q3 		$44.2M Buy
916,795
+265,487
+41% +$12.8M 4.56% 7
2025
Q2 		$31.3M Buy
651,308
+87,023
+15% +$4.14M 3.57% 9
2025
Q1 		$26.8M Buy
564,285
+153,777
+37% +$7.26M 3.29% 11
2024
Q4 		$19.2M Buy
410,508
+174,739
+74% +$8.27M 2.45% 16
2024
Q3 		$11.3M Buy
235,769
+182,370
+342% +$8.65M 1.45% 20
2024
Q2 		$2.51M Buy
+53,399
New +$2.51M 0.37% 35

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 $2.57B AUM 21.7% 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

McIlrath & Eck's DFSD Position: Q1 2026 in Review

McIlrath & Eck increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 15% in Q1 2026, buying an estimated $7.96M and bringing the position to 1,297,305 shares worth $62.1M. The position accounts for 4.6% of the portfolio, ranked #3.

McIlrath & Eck first reported a position in DFSD in Q2 2024 and has held it in 8 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • McIlrath & Eck held 1,297,305 shares of Dimensional Short-Duration Fixed Income ETF worth $62.1M as of Q1 2026.
  • McIlrath & Eck bought 165,524 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $7.96M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.6% of McIlrath & Eck's portfolio in Q1 2026, its #3 holding.
  • McIlrath & Eck first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 8 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.