SWM
DFSD

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

Sterling 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
Q1 		$18M Buy
376,697
+39,020
+12% +$1.88M 4.95% 7
2025
Q4 		$16.2M Buy
337,677
+73,220
+28% +$3.53M 4.62% 7
2025
Q3 		$12.7M Buy
264,457
+51,098
+24% +$2.46M 3.86% 9
2025
Q2 		$10.2M Buy
+213,359
New +$10.2M 3.49% 10
2024
Q4 		$7.12M Buy
151,785
+20,209
+15% +$956K 2.63% 14
2024
Q3 		$6.28M Buy
131,576
+108,222
+463% +$5.14M 2.34% 14
2024
Q2 		$1.1M Buy
+23,354
New +$1.1M 0.52% 34

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Sterling Wealth Management's DFSD Position: Q1 2026 in Review

Sterling Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 12% in Q1 2026, buying an estimated $1.88M and bringing the position to 376,697 shares worth $18M. The position accounts for 4.95% of the portfolio, ranked #7.

Sterling Wealth Management first reported a position in DFSD in Q2 2024 and has held it in 7 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Sterling Wealth Management held 376,697 shares of Dimensional Short-Duration Fixed Income ETF worth $18M as of Q1 2026.
  • Sterling Wealth Management bought 39,020 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $1.88M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.95% of Sterling Wealth Management's portfolio in Q1 2026, its #7 holding.
  • Sterling Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 7 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Sterling Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.