SCP
DFSD

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

Stevens Capital Partners’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 		$11.5M Buy
+240,385
New +$11.6M 2.77% 9

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 $2.57B AUM 21.7% 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 $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Stevens Capital Partners's DFSD Position: Q1 2026 in Review

Stevens Capital Partners opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2026: 240,385 shares worth $11.5M. The stake represents 2.77% of the portfolio and ranks #9 among its holdings.

427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Stevens Capital Partners held 240,385 shares of Dimensional Short-Duration Fixed Income ETF worth $11.5M as of Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Stevens Capital Partners position in Q1 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 2.77% of Stevens Capital Partners's portfolio in Q1 2026, its #9 holding.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.