WCM
DFSD

Warburton Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Warburton Capital Management’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 		$718K Buy
15,057
+389
+3% +$18.6K 0.29% 26
2026
Q1 		$704K Buy
14,668
+3,787
+35% +$182K 0.34% 27
2025
Q4 		$521K Buy
10,881
+1,109
+11% +$53.4K 0.29% 27
2025
Q3 		$471K Buy
9,772
+1,618
+20% +$77.9K 0.28% 27
2025
Q2 		$391K Buy
8,154
+2,203
+37% +$105K 0.23% 29
2025
Q1 		$282K Buy
5,951
+1,362
+30% +$64.3K 0.2% 33
2024
Q4 		$215K Buy
+4,589
New +$217K 0.16% 36

Other funds holding DFSD

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Warburton Capital Management's DFSD Position: Q2 2026 in Review

Warburton Capital Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.7% in Q2 2026, buying an estimated $18.6K and bringing the position to 15,057 shares worth $718K. The position accounts for 0.29% of the portfolio, ranked #26.

Warburton Capital Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 302 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Warburton Capital Management held 15,057 shares of Dimensional Short-Duration Fixed Income ETF worth $718K as of Q2 2026.
  • Warburton Capital Management bought 389 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $18.6K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.29% of Warburton Capital Management's portfolio in Q2 2026, its #26 holding.
  • Warburton Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 302 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Warburton Capital Management's 13F filing for Q2 2026, filed 3 Aug 2026.