BCI
DFSD

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

Brinker Capital 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
2026
Q2 		$5.3M Buy
110,943
+3,375
+3% +$162K 0.04% 372
2026
Q1 		$5.15M Sell
107,568
-13,738
-11% -$661K 0.04% 353
2025
Q4 		$5.82M Buy
121,306
+5,691
+5% +$274K 0.04% 379
2025
Q3 		$5.57M Buy
115,615
+16,530
+17% +$796K 0.04% 393
2025
Q2 		$4.76M Buy
99,085
+17,608
+22% +$839K 0.04% 409
2025
Q1 		$3.87M Buy
81,477
+11,763
+17% +$555K 0.04% 428
2024
Q4 		$3.27M Buy
69,714
+18,850
+37% +$892K 0.03% 472
2024
Q3 		$2.43M Sell
50,864
-2,365
-4% -$112K 0.02% 594
2024
Q2 		$2.5M Buy
53,229
+12,252
+30% +$575K 0.03% 542
2024
Q1 		$1.93M Sell
40,977
-20,291
-33% -$954K 0.02% 677
2023
Q4 		$2.87M Sell
61,268
-22,014
-26% -$1.03M 0.03% 461
2023
Q3 		$3.86M Buy
83,282
+6,344
+8% +$295K 0.05% 361
2023
Q2 		$3.57M Buy
76,938
+49,041
+176% +$2.28M 0.04% 424
2023
Q1 		$1.3M Buy
+27,897
New +$1.3M 0.02% 769

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Brinker Capital Investments's DFSD Position: Q2 2026 in Review

Brinker Capital Investments increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.1% in Q2 2026, buying an estimated $162K and bringing the position to 110,943 shares worth $5.3M. The position accounts for 0.04% of the portfolio, ranked #372.

Brinker Capital Investments first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $5.82M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Brinker Capital Investments held 110,943 shares of Dimensional Short-Duration Fixed Income ETF worth $5.3M as of Q2 2026.
  • Brinker Capital Investments bought 3,375 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $162K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.04% of Brinker Capital Investments's portfolio in Q2 2026, its #372 holding.
  • Brinker Capital Investments first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Brinker Capital Investments's Dimensional Short-Duration Fixed Income ETF position peaked at $5.82M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Brinker Capital Investments's 13F filing for Q2 2026, filed 14 Aug 2026.