BOC
DFSD

Blue Oak Capital’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Blue Oak Capital’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
Q2 		$6.11M Buy
127,165
+21,426
+20% +$1.02M 3.21% 10
2025
Q1 		$5.02M Buy
105,739
+35,621
+51% +$1.68M 2.77% 12
2024
Q4 		$3.29M Buy
+70,118
New +$3.32M 2% 14

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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

Blue Oak Capital's DFSD Position: Q2 2025 in Review

Blue Oak Capital increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 20% in Q2 2025, buying an estimated $1.02M and bringing the position to 127,165 shares worth $6.11M. The position accounts for 3.21% of the portfolio, ranked #10.

Blue Oak Capital first reported a position in DFSD in Q4 2024 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Blue Oak Capital held 127,165 shares of Dimensional Short-Duration Fixed Income ETF worth $6.11M as of Q2 2025.
  • Blue Oak Capital bought 21,426 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $1.02M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.21% of Blue Oak Capital's portfolio in Q2 2025, its #10 holding.
  • Blue Oak Capital first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Blue Oak Capital's 13F filing for Q2 2025, filed 16 Jul 2025.