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 Q3	$6.64M	Buy	142,824 +3,299	+2%	+$156K	1.55%	18
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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

BOS Asset Management's DFSD Position: Q3 2026 in Review

BOS Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.4% in Q3 2026, buying an estimated $156K and bringing the position to 142,824 shares worth $6.64M. The position accounts for 1.55% of the portfolio, ranked #18.

BOS Asset Management first reported a position in DFSD in Q3 2023 and has held it in 13 quarters since. The position peaked at $6.66M in Q2 2026. 152 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

BOS Asset Management held 142,824 shares of Dimensional Short-Duration Fixed Income ETF worth $6.64M as of Q3 2026.
BOS Asset Management bought 3,299 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $156K.
Dimensional Short-Duration Fixed Income ETF made up 1.55% of BOS Asset Management's portfolio in Q3 2026, its #18 holding.
BOS Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 13 quarters since.
BOS Asset Management's Dimensional Short-Duration Fixed Income ETF position peaked at $6.66M in Q2 2026.
152 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on BOS Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.