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

Strathmore Capital 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 Q3	$1.85M	Buy	39,355 +13,217	+51%	+$625K	0.48%	31
2026 Q2	$1.24M	Buy	26,138 +14,427	+123%	+$691K	0.33%	38
2026 Q1	$562K	Buy	11,711 +5,369	+85%	+$258K	0.16%	83
2025 Q4	$304K	Buy	6,342 +1,596	+34%	+$76.9K	0.1%	95
2025 Q3	$229K	Buy	+4,746	New	+$228K	0.09%	100

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

Strathmore Capital Advisors's DFSD Position: Q3 2026 in Review

Strathmore Capital Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 51% in Q3 2026, buying an estimated $625K and bringing the position to 39,355 shares worth $1.85M. The position accounts for 0.48% of the portfolio, ranked #31.

Strathmore Capital Advisors first reported a position in DFSD in Q3 2025 and has held it in 5 quarters since. 319 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Strathmore Capital Advisors held 39,355 shares of Dimensional Short-Duration Fixed Income ETF worth $1.85M as of Q3 2026.
Strathmore Capital Advisors bought 13,217 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $625K.
Dimensional Short-Duration Fixed Income ETF made up 0.48% of Strathmore Capital Advisors's portfolio in Q3 2026, its #31 holding.
Strathmore Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
319 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Strathmore Capital Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.