BIG
DFSD

Brookwood Investment Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Brookwood Investment Group’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
2025
Q3 		– Sell
-5,625
Closed -$270K – 492
2025
Q2 		$270K Sell
5,625
-6,120
-52% -$291K 0.04% 354
2025
Q1 		$558K Buy
+11,745
New +$555K 0.1% 207

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 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
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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Brookwood Investment Group's DFSD Position: Q3 2025 in Review

Brookwood Investment Group sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2025, closing a stake of 5,625 shares — an estimated $270K sold.

Brookwood Investment Group first reported a position in DFSD in Q1 2025 and held it in 2 quarters. The position peaked at $558K in Q1 2025. 365 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • Brookwood Investment Group reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q3 2025 after selling out during the quarter.
  • Brookwood Investment Group sold 5,625 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $270K.
  • Brookwood Investment Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 2 quarters.
  • Brookwood Investment Group's Dimensional Short-Duration Fixed Income ETF position peaked at $558K in Q1 2025.
  • 365 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on Brookwood Investment Group's 13F filing for Q3 2025, filed 21 Oct 2025.