SIS
DFSD

Strategic Investment Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Strategic Investment Solutions’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 		$2.43M Buy
50,762
+11,313
+29% +$542K 0.56% 42
2026
Q1 		$1.89M Buy
39,449
+448
+1% +$21.6K 0.46% 44
2025
Q4 		$1.87M Sell
39,001
-2,512
-6% -$121K 0.45% 46
2025
Q3 		$2M Sell
41,513
-5,274
-11% -$254K 0.53% 44
2025
Q2 		$2.24M Sell
46,787
-4,829
-9% -$230K 0.68% 37
2025
Q1 		$2.45M Buy
51,616
+5,686
+12% +$268K 0.71% 31
2024
Q4 		$2.2M Buy
45,930
+5,742
+14% +$272K 0.74% 28
2024
Q3 		$1.92M Buy
40,188
+15,015
+60% +$713K 0.57% 37
2024
Q2 		$1.19M Buy
+25,173
New +$1.18M 0.38% 45
2023
Q4 		$1.3M Sell
27,641
-1,697,888
-98% -$79.1M 0.23% 62
2023
Q3 		$80.2M Buy
1,725,529
+1,695,700
+5,685% +$78.8M 0.99% 23
2023
Q2 		$1.39M Sell
29,829
-45,007
-60% -$2.1M 0.29% 36
2023
Q1 		$3.49M Sell
74,836
-18,377
-20% -$854K 0.68% 32
2022
Q4 		$4.36M Buy
+93,213
New +$4.28M 2.15% 14

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Strategic Investment Solutions's DFSD Position: Q2 2026 in Review

Strategic Investment Solutions increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 29% in Q2 2026, buying an estimated $542K and bringing the position to 50,762 shares worth $2.43M. The position accounts for 0.56% of the portfolio, ranked #42.

Strategic Investment Solutions first reported a position in DFSD in Q4 2022 and has held it in 14 quarters since. The position peaked at $80.2M in Q3 2023. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Strategic Investment Solutions held 50,762 shares of Dimensional Short-Duration Fixed Income ETF worth $2.43M as of Q2 2026.
  • Strategic Investment Solutions bought 11,313 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $542K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.56% of Strategic Investment Solutions's portfolio in Q2 2026, its #42 holding.
  • Strategic Investment Solutions first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 14 quarters since.
  • Strategic Investment Solutions's Dimensional Short-Duration Fixed Income ETF position peaked at $80.2M in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Strategic Investment Solutions's 13F filing for Q2 2026, filed 8 Jul 2026.