BHWM
DFSD

Bay Harbor Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bay Harbor Wealth 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 		$12M Buy
250,724
+6,023
+2% +$288K 2.76% 12
2026
Q1 		$11.7M Buy
244,701
+35,774
+17% +$1.72M 3.04% 13
2025
Q4 		$10M Buy
208,927
+6,539
+3% +$315K 2.62% 15
2025
Q3 		$9.75M Buy
202,388
+22,399
+12% +$1.08M 2.64% 16
2025
Q2 		$8.64M Buy
179,989
+6,821
+4% +$325K 2.51% 14
2025
Q1 		$8.23M Buy
173,168
+3,059
+2% +$144K 2.6% 13
2024
Q4 		$7.97M Buy
170,109
+19,892
+13% +$941K 2.59% 14
2024
Q3 		$7.17M Buy
150,217
+28,427
+23% +$1.35M 2.34% 15
2024
Q2 		$5.72M Buy
121,790
+23,123
+23% +$1.09M 2% 18
2024
Q1 		$4.64M Buy
98,667
+13,057
+15% +$614K 1.67% 21
2023
Q4 		$4.02M Buy
85,610
+26,573
+45% +$1.24M 1.54% 19
2023
Q3 		$2.74M Buy
59,037
+8,452
+17% +$393K 1.15% 21
2023
Q2 		$2.34M Buy
50,585
+22,844
+82% +$1.06M 0.96% 23
2023
Q1 		$1.29M Buy
27,741
+25,728
+1,278% +$1.2M 0.55% 24
2022
Q4 		$93K Buy
2,013
+1,801
+850% +$82.7K 0.04% 48
2022
Q3 		$10K Buy
+212
New +$9.92K ﹤0.01% 136

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

Bay Harbor Wealth Management's DFSD Position: Q2 2026 in Review

Bay Harbor Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.5% in Q2 2026, buying an estimated $288K and bringing the position to 250,724 shares worth $12M. The position accounts for 2.76% of the portfolio, ranked #12.

Bay Harbor Wealth Management first reported a position in DFSD in Q3 2022 and has held it in 16 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Bay Harbor Wealth Management held 250,724 shares of Dimensional Short-Duration Fixed Income ETF worth $12M as of Q2 2026.
  • Bay Harbor Wealth Management bought 6,023 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $288K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.76% of Bay Harbor Wealth Management's portfolio in Q2 2026, its #12 holding.
  • Bay Harbor Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Bay Harbor Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.