SPW
DFSD

Stillwater Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Stillwater Private Wealth’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 		– Sell
-5,803
Closed -$277K – 87
2026
Q1 		$277K Buy
+5,803
New +$279K 0.23% 69

Other funds holding DFSD

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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

Stillwater Private Wealth's DFSD Position: Q2 2026 in Review

Stillwater Private Wealth sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 5,803 shares — an estimated $277K sold.

Stillwater Private Wealth first reported a position in DFSD in Q1 2026 and held it in 1 quarter. The position peaked at $277K in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Stillwater Private Wealth reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Stillwater Private Wealth sold 5,803 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $277K.
  • Stillwater Private Wealth first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and held it in 1 quarter.
  • Stillwater Private Wealth's Dimensional Short-Duration Fixed Income ETF position peaked at $277K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Stillwater Private Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.