BWM
DFSD

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

Blossom 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 		$896K Sell
18,757
-462
-2% -$22.1K 1.26% 24
2026
Q1 		$920K Buy
19,219
+715
+4% +$34.4K 1.37% 20
2025
Q4 		$887K Sell
18,504
-430
-2% -$20.7K 1.46% 18
2025
Q3 		$912K Buy
18,934
+1,266
+7% +$60.9K 1.47% 18
2025
Q2 		$848K Buy
17,668
+1,482
+9% +$70.6K 1.5% 18
2025
Q1 		$769K Buy
16,186
+1,560
+11% +$73.7K 1.55% 19
2024
Q4 		$686K Buy
14,626
+1,149
+9% +$54.4K 1.32% 20
2024
Q3 		$643K Buy
13,477
+780
+6% +$37K 1.3% 22
2024
Q2 		$597K Buy
12,697
+563
+5% +$26.4K 1.3% 21
2024
Q1 		$571K Buy
12,134
+284
+2% +$13.3K 1.37% 22
2023
Q4 		$557K Buy
11,850
+608
+5% +$28.3K 1.5% 22
2023
Q3 		$521K Buy
11,242
+889
+9% +$41.3K 1.67% 20
2023
Q2 		$480K Buy
10,353
+1,463
+16% +$68.1K 1.76% 20
2023
Q1 		$415K Buy
8,890
+925
+12% +$43K 1.69% 24
2022
Q4 		$367K Buy
7,965
+588
+8% +$27K 1.77% 26
2022
Q3 		$339K Buy
7,377
+44
+0.6% +$2.06K 1.91% 25
2022
Q2 		$344K Buy
7,333
+221
+3% +$10.4K 1.74% 25
2022
Q1 		$341K Buy
7,112
+1,450
+26% +$70.9K 1.54% 27
2021
Q4 		$283K Buy
+5,662
New +$283K 1.39% 33

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
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

Blossom Wealth Management's DFSD Position: Q2 2026 in Review

Blossom Wealth Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.4% in Q2 2026, selling an estimated $22.1K and leaving 18,757 shares worth $896K. The position accounts for 1.26% of the portfolio, ranked #24.

Blossom Wealth Management first reported a position in DFSD in Q4 2021 and has held it in 19 quarters since. The position peaked at $920K in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Blossom Wealth Management held 18,757 shares of Dimensional Short-Duration Fixed Income ETF worth $896K as of Q2 2026.
  • Blossom Wealth Management sold 462 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $22.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.26% of Blossom Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Blossom Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 19 quarters since.
  • Blossom Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $920K in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Blossom Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.