B.O.S.S. Retirement Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

B.O.S.S. Retirement 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
2025 Q4	–	Sell	-13,567	Closed	-$654K	–	183
2025 Q3	$654K	Buy	13,567 +156	+1%	+$7.51K	0.16%	107
2025 Q2	$644K	Sell	13,411 -694	-5%	-$33K	0.16%	109
2025 Q1	$670K	Sell	14,105 -597	-4%	-$28.2K	0.19%	90
2024 Q4	$689K	Buy	+14,702	New	+$696K	0.19%	101
2024 Q1	–	Sell	-4,739	Closed	-$223K	–	153
2023 Q4	$223K	Buy	+4,739	New	+$221K	0.04%	231

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return

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

Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Vise Technologies New York $8.83B AUM 27.11% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

B.O.S.S. Retirement Advisors's DFSD Position: Q4 2025 in Review

B.O.S.S. Retirement Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 13,567 shares — an estimated $654K sold.

B.O.S.S. Retirement Advisors first reported a position in DFSD in Q4 2023 and held it in 5 quarters. The position peaked at $689K in Q4 2024. 411 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

B.O.S.S. Retirement Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 13,567 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $654K.
B.O.S.S. Retirement Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and held it in 5 quarters.
B.O.S.S. Retirement Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $689K in Q4 2024.
411 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.