Brown Advisory
DFSD

Brown Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Brown Advisory’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
Q1 		– Sell
-4,300
Closed -$202K – 1338
2024
Q4 		$202K Sell
4,300
-7,228
-63% -$342K ﹤0.01% 1281
2024
Q3 		$550K Buy
+11,528
New +$547K ﹤0.01% 973

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
AC
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
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Brown Advisory's DFSD Position: Q1 2025 in Review

Brown Advisory sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2025, closing a stake of 4,300 shares — an estimated $202K sold.

Brown Advisory first reported a position in DFSD in Q3 2024 and held it in 2 quarters. The position peaked at $550K in Q3 2024. 339 funds tracked by Wall St. Rank hold DFSD as of Q1 2025.

  • Brown Advisory reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2025 after selling out during the quarter.
  • Brown Advisory sold 4,300 Dimensional Short-Duration Fixed Income ETF shares in Q1 2025, an estimated $202K.
  • Brown Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and held it in 2 quarters.
  • Brown Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $550K in Q3 2024.
  • 339 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2025.

Based on Brown Advisory's 13F filing for Q1 2025, filed 30 Apr 2025.