BAM
DFSD

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

BOS 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 		$6.66M Buy
139,525
+4,879
+4% +$234K 1.55% 16
2026
Q1 		$6.45M Buy
134,646
+52,743
+64% +$2.54M 1.65% 14
2025
Q4 		$3.93M Buy
81,903
+20,531
+33% +$989K 1.05% 26
2025
Q3 		$2.96M Buy
61,372
+11,304
+23% +$544K 0.83% 32
2025
Q2 		$2.4M Buy
50,068
+4,719
+10% +$225K 0.77% 31
2025
Q1 		$2.15M Buy
45,349
+10,179
+29% +$481K 0.74% 31
2024
Q4 		$1.65M Buy
35,170
+4,039
+13% +$191K 0.59% 34
2024
Q3 		$1.49M Buy
31,131
+5,954
+24% +$283K 0.55% 37
2024
Q2 		$1.18M Sell
25,177
-1,396
-5% -$65.5K 0.55% 39
2024
Q1 		$1.25M Buy
26,573
+16,587
+166% +$780K 0.66% 35
2023
Q4 		$469K Buy
9,986
+593
+6% +$27.6K 0.32% 70
2023
Q3 		$436K Buy
+9,393
New +$437K 0.32% 72

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

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

BOS Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.6% in Q2 2026, buying an estimated $234K and bringing the position to 139,525 shares worth $6.66M. The position accounts for 1.55% of the portfolio, ranked #16.

BOS Asset Management first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • BOS Asset Management held 139,525 shares of Dimensional Short-Duration Fixed Income ETF worth $6.66M as of Q2 2026.
  • BOS Asset Management bought 4,879 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $234K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.55% of BOS Asset Management's portfolio in Q2 2026, its #16 holding.
  • BOS Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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