SWA
DFSD

Sterling Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sterling Wealth 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 		$24.2M Buy
506,127
+6,114
+1% +$293K 13.14% 3
2026
Q1 		$24.1M Buy
500,013
+2,107
+0.4% +$101K 13.75% 3
2025
Q4 		$23.9M Sell
497,906
-19,877
-4% -$958K 14.41% 2
2025
Q3 		$25.1M Sell
517,783
-630
-0.1% -$30.3K 16.01% 2
2025
Q2 		$24.8M Sell
518,413
-6,601
-1% -$314K 17.58% 2
2025
Q1 		$24.9M Buy
525,014
+16,457
+3% +$777K 19.23% 2
2024
Q4 		$23.8M Buy
+508,557
New +$24.1M 18.7% 2

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

Sterling Wealth Advisors's DFSD Position: Q2 2026 in Review

Sterling Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.2% in Q2 2026, buying an estimated $293K and bringing the position to 506,127 shares worth $24.2M. The position accounts for 13.14% of the portfolio, ranked #3.

Sterling Wealth Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $25.1M in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Sterling Wealth Advisors held 506,127 shares of Dimensional Short-Duration Fixed Income ETF worth $24.2M as of Q2 2026.
  • Sterling Wealth Advisors bought 6,114 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $293K.
  • Dimensional Short-Duration Fixed Income ETF made up 13.14% of Sterling Wealth Advisors's portfolio in Q2 2026, its #3 holding.
  • Sterling Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Sterling Wealth Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $25.1M in Q3 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Sterling Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.