SHFA
DFSD

SC&H Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

SC&H Financial 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 		$25.2M Buy
528,603
+44,417
+9% +$2.13M 3.35% 11
2026
Q1 		$23.2M Buy
484,186
+58,714
+14% +$2.82M 3.5% 11
2025
Q4 		$20.4M Buy
425,472
+108,378
+34% +$5.22M 3.16% 11
2025
Q3 		$15.3M Buy
317,094
+36,445
+13% +$1.75M 2.49% 11
2025
Q2 		$13.5M Buy
280,649
+12,578
+5% +$599K 2.3% 11
2025
Q1 		$12.7M Buy
268,071
+13,438
+5% +$634K 2.51% 10
2024
Q4 		$11.9M Buy
254,633
+71,127
+39% +$3.37M 2.47% 10
2024
Q3 		$8.76M Buy
183,506
+33,183
+22% +$1.57M 1.91% 13
2024
Q2 		$7.07M Buy
150,323
+18,112
+14% +$850K 1.73% 14
2024
Q1 		$6.22M Buy
132,211
+9,511
+8% +$447K 1.62% 14
2023
Q4 		$5.77M Buy
122,700
+34,634
+39% +$1.61M 1.66% 14
2023
Q3 		$4.08M Buy
88,066
+14,174
+19% +$659K 1.36% 16
2023
Q2 		$3.42M Buy
73,892
+25,739
+53% +$1.2M 1.13% 16
2023
Q1 		$2.25M Buy
48,153
+10,091
+27% +$469K 0.82% 23
2022
Q4 		$1.75M Buy
38,062
+12,783
+51% +$587K 0.73% 30
2022
Q3 		$1.16M Sell
25,279
-3,341
-12% -$156K 0.58% 37
2022
Q2 		$1.34M Buy
+28,620
New +$1.35M 0.63% 35

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

SC&H Financial Advisors's DFSD Position: Q2 2026 in Review

SC&H Financial Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.2% in Q2 2026, buying an estimated $2.13M and bringing the position to 528,603 shares worth $25.2M. The position accounts for 3.35% of the portfolio, ranked #11.

SC&H Financial Advisors first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • SC&H Financial Advisors held 528,603 shares of Dimensional Short-Duration Fixed Income ETF worth $25.2M as of Q2 2026.
  • SC&H Financial Advisors bought 44,417 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.13M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.35% of SC&H Financial Advisors's portfolio in Q2 2026, its #11 holding.
  • SC&H Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.