SRWM
DFSD

Shira Ridge Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Shira Ridge Wealth Management’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 		$14.2M Buy
296,404
+13,174
+5% +$631K 4.94% 5
2026
Q1 		$13.6M Buy
283,230
+38,556
+16% +$1.85M 5.37% 4
2025
Q4 		$11.7M Buy
244,674
+66,924
+38% +$3.23M 4.71% 5
2025
Q3 		$8.57M Buy
177,750
+9,990
+6% +$481K 3.63% 9
2025
Q2 		$8.05M Sell
167,760
-8,833
-5% -$421K 3.68% 9
2025
Q1 		$8.39M Sell
176,593
-4,112
-2% -$194K 4.18% 6
2024
Q4 		$8.47M Buy
180,705
+64,454
+55% +$3.05M 4.14% 6
2024
Q3 		$5.55M Buy
116,251
+67,525
+139% +$3.2M 2.83% 9
2024
Q2 		$2.29M Buy
48,726
+2,218
+5% +$104K 1.28% 21
2024
Q1 		$2.19M Sell
46,508
-2,833
-6% -$133K 1.25% 22
2023
Q4 		$2.32M Sell
49,341
-2,789
-5% -$130K 1.39% 21
2023
Q3 		$2.42M Sell
52,130
-10,713
-17% -$498K 1.59% 18
2023
Q2 		$2.91M Sell
62,843
-2,922
-4% -$136K 1.83% 16
2023
Q1 		$3.07M Sell
65,765
-13,978
-18% -$649K 2.03% 17
2022
Q4 		$3.68M Buy
+79,743
New +$3.66M 2.53% 16

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

Shira Ridge Wealth Management's DFSD Position: Q2 2026 in Review

Shira Ridge Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.7% in Q2 2026, buying an estimated $631K and bringing the position to 296,404 shares worth $14.2M. The position accounts for 4.94% of the portfolio, ranked #5.

Shira Ridge Wealth Management first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Shira Ridge Wealth Management held 296,404 shares of Dimensional Short-Duration Fixed Income ETF worth $14.2M as of Q2 2026.
  • Shira Ridge Wealth Management bought 13,174 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $631K.
  • Dimensional Short-Duration Fixed Income ETF made up 4.94% of Shira Ridge Wealth Management's portfolio in Q2 2026, its #5 holding.
  • Shira Ridge Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Shira Ridge Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.