SI
DFSD

Stirlingshire Investments’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Stirlingshire Investments’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 		$764K Buy
16,001
+1,141
+8% +$54.6K 0.57% 39
2026
Q1 		$711K Buy
14,860
+2,654
+22% +$128K 0.62% 38
2025
Q4 		$585K Buy
+12,206
New +$588K 0.52% 53

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Stirlingshire Investments's DFSD Position: Q2 2026 in Review

Stirlingshire Investments increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.7% in Q2 2026, buying an estimated $54.6K and bringing the position to 16,001 shares worth $764K. The position accounts for 0.57% of the portfolio, ranked #39.

Stirlingshire Investments first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Stirlingshire Investments held 16,001 shares of Dimensional Short-Duration Fixed Income ETF worth $764K as of Q2 2026.
  • Stirlingshire Investments bought 1,141 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $54.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.57% of Stirlingshire Investments's portfolio in Q2 2026, its #39 holding.
  • Stirlingshire Investments first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Stirlingshire Investments's 13F filing for Q2 2026, filed 31 Jul 2026.