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 Q3	$20M	Buy	431,344 +26,881	+7%	+$1.27M	6.48%	3
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 $7.88B AUM 10.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

5NPW

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

WFA

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

WAG

Wheelhouse Advisory Group St. Louis, Missouri $378M AUM 11.82% 1-Year Est. Return

BCU Wealth Advisors's DFSD Position: Q3 2026 in Review

BCU Wealth Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 6.6% in Q3 2026, buying an estimated $1.27M and bringing the position to 431,344 shares worth $20M. The position accounts for 6.48% of the portfolio, ranked #3.

BCU Wealth Advisors first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. 125 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

BCU Wealth Advisors held 431,344 shares of Dimensional Short-Duration Fixed Income ETF worth $20M as of Q3 2026.
BCU Wealth Advisors bought 26,881 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.27M.
Dimensional Short-Duration Fixed Income ETF made up 6.48% of BCU Wealth Advisors's portfolio in Q3 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 12 quarters since.
125 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on BCU Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.