BPA
DFSD

Beacon Pointe Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Beacon Pointe 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
Q1 		$43.9M Buy
917,818
+64,802
+8% +$3.12M 0.23% 95
2025
Q4 		$40.9M Buy
853,016
+632,810
+287% +$30.5M 0.29% 83
2025
Q3 		$10.6M Buy
220,206
+128,963
+141% +$6.21M 0.09% 214
2025
Q2 		$4.38M Buy
91,243
+14,968
+20% +$713K 0.05% 340
2025
Q1 		$3.62M Buy
76,275
+13,735
+22% +$649K 0.04% 355
2024
Q4 		$2.93M Buy
62,540
+6,220
+11% +$294K 0.03% 376
2024
Q3 		$2.69M Buy
56,320
+3,768
+7% +$179K 0.03% 410
2024
Q2 		$2.47M Buy
52,552
+259
+0.5% +$12.2K 0.03% 435
2024
Q1 		$2.46M Buy
52,293
+1,426
+3% +$67K 0.03% 446
2023
Q4 		$2.39M Buy
50,867
+15,768
+45% +$734K 0.03% 436
2023
Q3 		$1.63M Buy
35,099
+24,253
+224% +$1.13M 0.02% 509
2023
Q2 		$503K Buy
10,846
+4,687
+76% +$218K 0.01% 715
2023
Q1 		$287K Buy
+6,159
New +$286K ﹤0.01% 953

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Beacon Pointe Advisors's DFSD Position: Q1 2026 in Review

Beacon Pointe Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.6% in Q1 2026, buying an estimated $3.12M and bringing the position to 917,818 shares worth $43.9M. The position accounts for 0.23% of the portfolio, ranked #95.

Beacon Pointe Advisors first reported a position in DFSD in Q1 2023 and has held it in 13 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Beacon Pointe Advisors held 917,818 shares of Dimensional Short-Duration Fixed Income ETF worth $43.9M as of Q1 2026.
  • Beacon Pointe Advisors bought 64,802 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $3.12M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.23% of Beacon Pointe Advisors's portfolio in Q1 2026, its #95 holding.
  • Beacon Pointe Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 13 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Beacon Pointe Advisors's 13F filing for Q1 2026, filed 15 May 2026.