BIA
DFSD

Barry Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Barry Investment 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 		$2.01M Sell
42,134
-4,516
-10% -$216K 0.42% 35
2026
Q1 		$2.23M Sell
46,650
-2,232
-5% -$107K 0.49% 35
2025
Q4 		$2.34M Buy
48,882
+6,704
+16% +$323K 0.52% 33
2025
Q3 		$2.03M Buy
42,178
+8,247
+24% +$397K 0.47% 40
2025
Q2 		$1.63M Buy
33,931
+6,468
+24% +$308K 0.41% 41
2025
Q1 		$1.31M Buy
27,463
+4,464
+19% +$211K 0.35% 42
2024
Q4 		$1.08M Buy
22,999
+3,028
+15% +$143K 0.35% 45
2024
Q3 		$953K Buy
19,971
+3,469
+21% +$165K 0.29% 48
2024
Q2 		$776K Buy
16,502
+6,132
+59% +$288K 0.26% 53
2024
Q1 		$488K Buy
+10,370
New +$487K 0.16% 73

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

Barry Investment Advisors's DFSD Position: Q2 2026 in Review

Barry Investment Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 9.7% in Q2 2026, selling an estimated $216K and leaving 42,134 shares worth $2.01M. The position accounts for 0.42% of the portfolio, ranked #35.

Barry Investment Advisors first reported a position in DFSD in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.34M in Q4 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Barry Investment Advisors held 42,134 shares of Dimensional Short-Duration Fixed Income ETF worth $2.01M as of Q2 2026.
  • Barry Investment Advisors sold 4,516 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $216K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.42% of Barry Investment Advisors's portfolio in Q2 2026, its #35 holding.
  • Barry Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2024 and has held it in 10 quarters since.
  • Barry Investment Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $2.34M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Barry Investment Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.