BI
DFSD

Binnacle Investments’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Binnacle Investments’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
2025
Q3 		$5.04M Buy
104,628
+5,561
+6% +$268K 2.97% 10
2025
Q2 		$4.76M Buy
99,067
+6,188
+7% +$295K 3.09% 10
2025
Q1 		$4.41M Buy
+92,879
New +$4.39M 3.22% 10

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Binnacle Investments's DFSD Position: Q3 2025 in Review

Binnacle Investments increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.6% in Q3 2025, buying an estimated $268K and bringing the position to 104,628 shares worth $5.04M. The position accounts for 2.97% of the portfolio, ranked #10.

Binnacle Investments first reported a position in DFSD in Q1 2025 and has held it in 3 quarters since. 363 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Binnacle Investments held 104,628 shares of Dimensional Short-Duration Fixed Income ETF worth $5.04M as of Q3 2025.
  • Binnacle Investments bought 5,561 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $268K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.97% of Binnacle Investments's portfolio in Q3 2025, its #10 holding.
  • Binnacle Investments first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 3 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Binnacle Investments's 13F filing for Q3 2025, filed 14 Nov 2025.