BAM
DFSD

Belleair Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Belleair Asset 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 		$8.59M Buy
179,967
+8,070
+5% +$386K 7.23% 3
2026
Q1 		$8.23M Buy
171,897
+17,871
+12% +$860K 7.5% 2
2025
Q4 		$7.39M Buy
+154,026
New +$7.42M 7.03% 3

Other funds holding DFSD

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
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
PFM
Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Belleair Asset Management's DFSD Position: Q2 2026 in Review

Belleair Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.7% in Q2 2026, buying an estimated $386K and bringing the position to 179,967 shares worth $8.59M. The position accounts for 7.23% of the portfolio, ranked #3.

Belleair Asset Management first reported a position in DFSD in Q4 2025 and has held it in 3 quarters since. 301 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Belleair Asset Management held 179,967 shares of Dimensional Short-Duration Fixed Income ETF worth $8.59M as of Q2 2026.
  • Belleair Asset Management bought 8,070 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $386K.
  • Dimensional Short-Duration Fixed Income ETF made up 7.23% of Belleair Asset Management's portfolio in Q2 2026, its #3 holding.
  • Belleair Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 301 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Belleair Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.