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

Builder 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
2026 Q2	$342K	Buy	7,158 +1,003	+16%	+$48K	0.07%	90
2026 Q1	$295K	Buy	6,155 +854	+16%	+$41.1K	0.06%	89
2025 Q4	$254K	Sell	5,301 -98	-2%	-$4.72K	0.05%	93
2025 Q3	$260K	Buy	5,399 +438	+9%	+$21.1K	0.06%	94
2025 Q2	$238K	Buy	4,961 +30	+0.6%	+$1.43K	0.06%	93
2025 Q1	$234K	Buy	4,931 +542	+12%	+$25.6K	0.07%	90
2024 Q4	$206K	Buy	4,389 +164	+4%	+$7.76K	0.06%	100
2024 Q3	$202K	Buy	+4,225	New	+$201K	0.05%	99

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

Builder Investment Group's DFSD Position: Q2 2026 in Review

Builder Investment Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 16% in Q2 2026, buying an estimated $48K and bringing the position to 7,158 shares worth $342K. The position accounts for 0.07% of the portfolio, ranked #90.

Builder Investment Group first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. 103 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Builder Investment Group held 7,158 shares of Dimensional Short-Duration Fixed Income ETF worth $342K as of Q2 2026.
Builder Investment Group bought 1,003 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $48K.
Dimensional Short-Duration Fixed Income ETF made up 0.07% of Builder Investment Group's portfolio in Q2 2026, its #90 holding.
Builder Investment Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
103 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Builder Investment Group's 13F filing for Q2 2026, filed 17 Jul 2026.