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 Q3	$13.9M	Sell	298,675 -6,725	-2%	-$318K	2.41%	9
2026 Q2	$14.6M	Buy	305,400 +65,015	+27%	+$3.11M	2.77%	9
2026 Q1	$11.5M	Buy	+240,385	New	+$11.6M	2.77%	9

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Stevens Capital Partners's DFSD Position: Q3 2026 in Review

Stevens Capital Partners reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.2% in Q3 2026, selling an estimated $318K and leaving 298,675 shares worth $13.9M. The position accounts for 2.41% of the portfolio, ranked #9.

Stevens Capital Partners first reported a position in DFSD in Q1 2026 and has held it in 3 quarters since. The position peaked at $14.6M in Q2 2026. 253 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Stevens Capital Partners held 298,675 shares of Dimensional Short-Duration Fixed Income ETF worth $13.9M as of Q3 2026.
Stevens Capital Partners sold 6,725 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $318K.
Dimensional Short-Duration Fixed Income ETF made up 2.41% of Stevens Capital Partners's portfolio in Q3 2026, its #9 holding.
Stevens Capital Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 3 quarters since.
Stevens Capital Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $14.6M in Q2 2026.
253 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Stevens Capital Partners's 13F filing for Q3 2026, filed 29 Oct 2026.