SCA
DFSD

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
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

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 $7.08B 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

Strathmore Capital Advisors's DFSD Position: Q2 2026 in Review

Strathmore Capital Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 123% in Q2 2026, buying an estimated $691K and bringing the position to 26,138 shares worth $1.24M. The position accounts for 0.33% of the portfolio, ranked #38.

Strathmore Capital Advisors first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Strathmore Capital Advisors held 26,138 shares of Dimensional Short-Duration Fixed Income ETF worth $1.24M as of Q2 2026.
  • Strathmore Capital Advisors bought 14,427 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $691K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.33% of Strathmore Capital Advisors's portfolio in Q2 2026, its #38 holding.
  • Strathmore Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Strathmore Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.