BCA
DFSD

Bay Colony Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bay Colony 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
-120,348
Closed -$5.8M – 510
2025
Q3 		$5.8M Buy
120,348
+23,454
+24% +$1.13M 0.69% 27
2025
Q2 		$4.65M Buy
96,894
+47,277
+95% +$2.25M 0.64% 29
2025
Q1 		$2.36M Buy
49,617
+12,879
+35% +$608K 0.36% 62
2024
Q4 		$1.72M Buy
36,738
+12,274
+50% +$581K 0.26% 82
2024
Q3 		$1.17M Buy
24,464
+13,654
+126% +$648K 0.18% 131
2024
Q2 		$508K Buy
10,810
+162
+2% +$7.6K 0.08% 216
2024
Q1 		$501K Buy
10,648
+917
+9% +$43.1K 0.09% 209
2023
Q4 		$457K Buy
9,731
+1,108
+13% +$51.6K 0.09% 214
2023
Q3 		$400K Buy
8,623
+3,484
+68% +$162K 0.1% 196
2023
Q2 		$238K Sell
5,139
-2,494
-33% -$116K 0.06% 277
2023
Q1 		$355K Sell
7,633
-156
-2% -$7.25K 0.09% 205
2022
Q4 		$359K Sell
7,789
-18
-0.2% -$827 0.09% 211
2022
Q3 		$359K Buy
+7,807
New +$365K 0.11% 191

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 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 $987M AUM 12.22% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Bay Colony Advisors's DFSD Position: Q4 2025 in Review

Bay Colony Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 120,348 shares — an estimated $5.8M sold.

Bay Colony Advisors first reported a position in DFSD in Q3 2022 and held it in 13 quarters. The position peaked at $5.8M in Q3 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Bay Colony Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Bay Colony Advisors sold 120,348 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $5.8M.
  • Bay Colony Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and held it in 13 quarters.
  • Bay Colony Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $5.8M in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Bay Colony Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.