Mercer Global Advisors
DFSD

Mercer Global Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Mercer Global 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 		$4.85M Sell
101,612
-1,099
-1% -$52.6K 0.01% 889
2026
Q1 		$4.92M Buy
102,711
+4,550
+5% +$219K 0.01% 768
2025
Q4 		$4.71M Sell
98,161
-3,721
-4% -$179K 0.01% 741
2025
Q3 		$4.91M Sell
101,882
-38,007
-27% -$1.83M 0.01% 671
2025
Q2 		$6.72M Sell
139,889
-164,719
-54% -$7.84M 0.01% 497
2025
Q1 		$14.5M Buy
304,608
+134,381
+79% +$6.34M 0.03% 287
2024
Q4 		$7.98M Buy
170,227
+144,327
+557% +$6.83M 0.02% 411
2024
Q3 		$1.24M Sell
25,900
-15,800
-38% -$750K ﹤0.01% 938
2024
Q2 		$1.96M Sell
41,700
-21,521
-34% -$1.01M 0.01% 728
2024
Q1 		$2.97M Sell
63,221
-16,906
-21% -$795K 0.01% 609
2023
Q4 		$3.77M Buy
80,127
+15,922
+25% +$742K 0.01% 542
2023
Q3 		$2.98M Buy
64,205
+59,836
+1,370% +$2.78M 0.01% 582
2023
Q2 		$203K Buy
+4,369
New +$203K ﹤0.01% 1737

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

Mercer Global Advisors's DFSD Position: Q2 2026 in Review

Mercer Global Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.1% in Q2 2026, selling an estimated $52.6K and leaving 101,612 shares worth $4.85M. The position accounts for 0.01% of the portfolio, ranked #889.

Mercer Global Advisors first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $14.5M in Q1 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Mercer Global Advisors held 101,612 shares of Dimensional Short-Duration Fixed Income ETF worth $4.85M as of Q2 2026.
  • Mercer Global Advisors sold 1,099 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $52.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Mercer Global Advisors's portfolio in Q2 2026, its #889 holding.
  • Mercer Global Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • Mercer Global Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $14.5M in Q1 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.