BJB
DFSD

Broadhurst Jeffrey B’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Broadhurst Jeffrey B’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 		– Sell
-60,932
Closed -$2.92M – 34
2026
Q1 		$2.92M Buy
60,932
+1,435
+2% +$69K 2.99% 8
2025
Q4 		$2.85M Buy
+59,497
New +$2.87M 2.96% 9

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

Broadhurst Jeffrey B's DFSD Position: Q2 2026 in Review

Broadhurst Jeffrey B sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 60,932 shares — an estimated $2.92M sold.

Broadhurst Jeffrey B first reported a position in DFSD in Q4 2025 and held it in 2 quarters. The position peaked at $2.92M in Q1 2026. 448 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Broadhurst Jeffrey B reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
  • Broadhurst Jeffrey B sold 60,932 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.92M.
  • Broadhurst Jeffrey B first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and held it in 2 quarters.
  • Broadhurst Jeffrey B's Dimensional Short-Duration Fixed Income ETF position peaked at $2.92M in Q1 2026.
  • 448 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Broadhurst Jeffrey B's 13F filing for Q2 2026, filed 12 Aug 2026.