BHWM
DFSD

Beaird Harris Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Beaird Harris 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 		$153M Buy
3,199,436
+89,730
+3% +$4.3M 9.57% 1
2026
Q1 		$149M Sell
3,109,706
-95,101
-3% -$4.58M 10.12% 1
2025
Q4 		$154M Buy
3,204,807
+248,048
+8% +$12M 10.58% 1
2025
Q3 		$142M Buy
2,956,759
+375,323
+15% +$18.1M 10.1% 1
2025
Q2 		$124M Sell
2,581,436
-54,144
-2% -$2.58M 9.59% 2
2025
Q1 		$125M Buy
2,635,580
+44,872
+2% +$2.12M 10.64% 2
2024
Q4 		$121M Buy
2,590,708
+101,616
+4% +$4.81M 10.49% 2
2024
Q3 		$119M Buy
2,489,092
+117,333
+5% +$5.57M 10.38% 2
2024
Q2 		$111M Buy
2,371,759
+125,183
+6% +$5.88M 10.49% 2
2024
Q1 		$106M Buy
2,246,576
+208,969
+10% +$9.82M 10.3% 2
2023
Q4 		$95.8M Buy
2,037,607
+294,409
+17% +$13.7M 10.05% 2
2023
Q3 		$80.8M Buy
1,743,198
+174,434
+11% +$8.11M 9.68% 2
2023
Q2 		$72.7M Buy
1,568,764
+1,566,729
+76,989% +$73M 8.7% 2
2023
Q1 		$95K Buy
+2,035
New +$94.5K 0.02% 131

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

Beaird Harris Wealth Management's DFSD Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.9% in Q2 2026, buying an estimated $4.3M and bringing the position to 3,199,436 shares worth $153M. The position accounts for 9.57% of the portfolio, ranked #1.

Beaird Harris Wealth Management first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $154M in Q4 2025. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Beaird Harris Wealth Management held 3,199,436 shares of Dimensional Short-Duration Fixed Income ETF worth $153M as of Q2 2026.
  • Beaird Harris Wealth Management bought 89,730 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4.3M.
  • Dimensional Short-Duration Fixed Income ETF made up 9.57% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Beaird Harris Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Beaird Harris Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $154M in Q4 2025.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.