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
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

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

Stevens Capital Partners's DFSD Position: Q2 2026 in Review

Stevens Capital Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 27% in Q2 2026, buying an estimated $3.11M and bringing the position to 305,400 shares worth $14.6M. The position accounts for 2.77% of the portfolio, ranked #9.

Stevens Capital Partners first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Stevens Capital Partners held 305,400 shares of Dimensional Short-Duration Fixed Income ETF worth $14.6M as of Q2 2026.
  • Stevens Capital Partners bought 65,015 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $3.11M.
  • Dimensional Short-Duration Fixed Income ETF made up 2.77% of Stevens Capital Partners's portfolio in Q2 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 2 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Stevens Capital Partners's 13F filing for Q2 2026, filed 10 Aug 2026.