Brookstone Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Brookstone Capital 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	–	Sell	-4,669	Closed	-$224K	–	1324
2026 Q1	$224K	Buy	+4,669	New	+$225K	﹤0.01%	1130
2025 Q4	–	Sell	-10,057	Closed	-$485K	–	1183
2025 Q3	$485K	Buy	+10,057	New	+$484K	0.01%	821

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Brookstone Capital Management's DFSD Position: Q2 2026 in Review

Brookstone Capital Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026, closing a stake of 4,669 shares — an estimated $224K sold.

Brookstone Capital Management first reported a position in DFSD in Q3 2025 and held it in 2 quarters. The position peaked at $485K in Q3 2025. 103 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Brookstone Capital Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2026 after selling out during the quarter.
Brookstone Capital Management sold 4,669 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $224K.
Brookstone Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and held it in 2 quarters.
Brookstone Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $485K in Q3 2025.
103 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.