Beacon Hill Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Beacon Hill 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 Q3	$15.2M	Buy	326,852 +41,902	+15%	+$1.98M	9.25%	4
2026 Q2	$13.6M	Buy	+284,950	New	+$13.6M	9.43%	4

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

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

Beacon Hill Wealth Management's DFSD Position: Q3 2026 in Review

Beacon Hill Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 15% in Q3 2026, buying an estimated $1.98M and bringing the position to 326,852 shares worth $15.2M. The position accounts for 9.25% of the portfolio, ranked #4.

Beacon Hill Wealth Management first reported a position in DFSD in Q2 2026 and has held it in 2 quarters since. 412 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Beacon Hill Wealth Management held 326,852 shares of Dimensional Short-Duration Fixed Income ETF worth $15.2M as of Q3 2026.
Beacon Hill Wealth Management bought 41,902 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.98M.
Dimensional Short-Duration Fixed Income ETF made up 9.25% of Beacon Hill Wealth Management's portfolio in Q3 2026, its #4 holding.
Beacon Hill Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
412 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Beacon Hill Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.