SC
DFSD

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

Shearwater Capital’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 		$339K Sell
7,090
-1,405
-17% -$67.3K 0.16% 55
2026
Q1 		$407K Buy
8,495
+1
+0% +$48 0.21% 43
2025
Q4 		$407K Buy
8,494
+4
+0% +$193 0.23% 38
2025
Q3 		$409K Sell
8,490
-80
-0.9% -$3.85K 0.24% 38
2025
Q2 		$411K Hold
8,570
– – 0.26% 36
2025
Q1 		$407K Hold
8,570
– – 0.29% 31
2024
Q4 		$402K Hold
8,570
– – 0.27% 34
2024
Q3 		$409K Hold
8,570
– – 0.28% 33
2024
Q2 		$403K Hold
8,570
– – 0.3% 31
2024
Q1 		$403K Hold
8,570
– – 0.3% 30
2023
Q4 		$403K Hold
8,570
– – 0.32% 29
2023
Q3 		$397K Sell
8,570
-2,856
-25% -$133K 0.36% 28
2023
Q2 		$530K Hold
11,426
– – 0.46% 25
2023
Q1 		$533K Hold
11,426
– – 0.5% 25
2022
Q4 		$527K Hold
11,426
– – 0.53% 25
2022
Q3 		$526K Sell
11,426
-65
-0.6% -$3.04K 0.59% 22
2022
Q2 		$539K Sell
11,491
-236
-2% -$11.1K 0.58% 21
2022
Q1 		$562K Sell
11,727
-833
-7% -$40.7K 0.52% 21
2021
Q4 		$628K Buy
+12,560
New +$628K 0.54% 19

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Shearwater Capital's DFSD Position: Q2 2026 in Review

Shearwater Capital reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 17% in Q2 2026, selling an estimated $67.3K and leaving 7,090 shares worth $339K. The position accounts for 0.16% of the portfolio, ranked #55.

Shearwater Capital first reported a position in DFSD in Q4 2021 and has held it in 19 quarters since. The position peaked at $628K in Q4 2021. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Shearwater Capital held 7,090 shares of Dimensional Short-Duration Fixed Income ETF worth $339K as of Q2 2026.
  • Shearwater Capital sold 1,405 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $67.3K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.16% of Shearwater Capital's portfolio in Q2 2026, its #55 holding.
  • Shearwater Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Shearwater Capital's Dimensional Short-Duration Fixed Income ETF position peaked at $628K in Q4 2021.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Shearwater Capital's 13F filing for Q2 2026, filed 8 Jul 2026.