BCU Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

BCU Wealth 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	$19.3M	Buy	404,463 +30,471	+8%	+$1.46M	6.41%	3
2026 Q1	$17.9M	Buy	373,992 +13,856	+4%	+$667K	6.68%	3
2025 Q4	$17.3M	Buy	360,136 +24,875	+7%	+$1.2M	6.61%	3
2025 Q3	$16.2M	Buy	335,261 +27,480	+9%	+$1.32M	6.54%	3
2025 Q2	$14.8M	Buy	307,781 +36,302	+13%	+$1.73M	6.64%	3
2025 Q1	$12.9M	Buy	271,479 +11,485	+4%	+$542K	6.71%	3
2024 Q4	$12.2M	Buy	259,994 +42,311	+19%	+$2M	6.96%	3
2024 Q3	$10.4M	Buy	217,683 +27,583	+15%	+$1.31M	6.19%	3
2024 Q2	$8.93M	Buy	190,100 +27,146	+17%	+$1.27M	6.6%	3
2024 Q1	$7.67M	Buy	162,954 +28,300	+21%	+$1.33M	6.51%	3
2023 Q4	$6.33M	Buy	+134,654	New	+$6.27M	6.87%	3

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

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

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

BCU Wealth Advisors's DFSD Position: Q2 2026 in Review

BCU Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.1% in Q2 2026, buying an estimated $1.46M and bringing the position to 404,463 shares worth $19.3M. The position accounts for 6.41% of the portfolio, ranked #3.

BCU Wealth Advisors first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 115 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

BCU Wealth Advisors held 404,463 shares of Dimensional Short-Duration Fixed Income ETF worth $19.3M as of Q2 2026.
BCU Wealth Advisors bought 30,471 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.46M.
Dimensional Short-Duration Fixed Income ETF made up 6.41% of BCU Wealth Advisors's portfolio in Q2 2026, its #3 holding.
BCU Wealth Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
115 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on BCU Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.