Stewardship Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Stewardship Advisors’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	$567K	Buy	11,866 +533	+5%	+$25.5K	0.12%	86
2026 Q1	$543K	Buy	11,333 +423	+4%	+$20.4K	0.12%	85
2025 Q4	$523K	Buy	10,910 +182	+2%	+$8.77K	0.12%	85
2025 Q3	$517K	Sell	10,728 -1,455	-12%	-$70K	0.12%	82
2025 Q2	$585K	Sell	12,183 -142	-1%	-$6.76K	0.15%	69
2025 Q1	$586K	Buy	12,325 +2,301	+23%	+$109K	0.16%	63
2024 Q4	$470K	Buy	10,024 +2,889	+40%	+$137K	0.13%	85
2024 Q3	$341K	Buy	+7,135	New	+$339K	0.1%	92

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Stewardship Advisors's DFSD Position: Q2 2026 in Review

Stewardship Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.7% in Q2 2026, buying an estimated $25.5K and bringing the position to 11,866 shares worth $567K. The position accounts for 0.12% of the portfolio, ranked #86.

Stewardship Advisors first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $586K in Q1 2025. 243 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Stewardship Advisors held 11,866 shares of Dimensional Short-Duration Fixed Income ETF worth $567K as of Q2 2026.
Stewardship Advisors bought 533 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $25.5K.
Dimensional Short-Duration Fixed Income ETF made up 0.12% of Stewardship Advisors's portfolio in Q2 2026, its #86 holding.
Stewardship Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
Stewardship Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $586K in Q1 2025.
243 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.