SPIA
DFSD

Steward Partners Investment Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Steward Partners Investment Advisory’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 		$10.7M Sell
223,962
-25,582
-10% -$1.22M 0.05% 329
2026
Q1 		$11.9M Buy
249,544
+25,264
+11% +$1.22M 0.06% 291
2025
Q4 		$10.8M Buy
224,280
+10,820
+5% +$521K 0.06% 278
2025
Q3 		$10.3M Buy
213,460
+24,470
+13% +$1.18M 0.06% 276
2025
Q2 		$9.07M Buy
188,990
+20,062
+12% +$955K 0.07% 272
2025
Q1 		$8.03M Sell
168,928
-840
-0.5% -$39.7K 0.07% 284
2024
Q4 		$7.96M Buy
169,768
+32,138
+23% +$1.52M 0.07% 268
2024
Q3 		$6.57M Buy
137,630
+42,607
+45% +$2.02M 0.06% 304
2024
Q2 		$4.47M Buy
95,023
+24,453
+35% +$1.15M 0.05% 358
2024
Q1 		$3.32M Buy
70,570
+35,324
+100% +$1.66M 0.04% 431
2023
Q4 		$1.66M Buy
35,246
+4,315
+14% +$201K 0.02% 556
2023
Q3 		$1.43M Buy
+30,931
New +$1.44M 0.02% 554

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

Steward Partners Investment Advisory's DFSD Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 10% in Q2 2026, selling an estimated $1.22M and leaving 223,962 shares worth $10.7M. The position accounts for 0.05% of the portfolio, ranked #329.

Steward Partners Investment Advisory first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. The position peaked at $11.9M in Q1 2026. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Steward Partners Investment Advisory held 223,962 shares of Dimensional Short-Duration Fixed Income ETF worth $10.7M as of Q2 2026.
  • Steward Partners Investment Advisory sold 25,582 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.22M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.05% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #329 holding.
  • Steward Partners Investment Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • Steward Partners Investment Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $11.9M in Q1 2026.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.