Burney Company’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Burney Company’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 Q3	$5.19M	Sell	111,671 -5,419	-5%	-$256K	0.14%	112
2026 Q2	$5.59M	Sell	117,090 -2,271	-2%	-$109K	0.15%	117
2026 Q1	$5.71M	Sell	119,361 -26,133	-18%	-$1.26M	0.18%	109
2025 Q4	$6.98M	Sell	145,494 -395	-0.3%	-$19K	0.22%	103
2025 Q3	$7.03M	Sell	145,889 -3,617	-2%	-$174K	0.22%	102
2025 Q2	$7.18M	Buy	149,506 +38,369	+35%	+$1.83M	0.24%	98
2025 Q1	$5.28M	Sell	111,137 -14,663	-12%	-$692K	0.19%	118
2024 Q4	$5.9M	Sell	125,800 -24,344	-16%	-$1.15M	0.21%	103
2024 Q3	$7.17M	Sell	150,144 -110,085	-42%	-$5.22M	0.25%	93
2024 Q2	$12.2M	Sell	260,229 -137,431	-35%	-$6.45M	0.47%	53
2024 Q1	$18.7M	Sell	397,660 -103,102	-21%	-$4.85M	0.71%	28
2023 Q4	$23.5M	Sell	500,762 -104,135	-17%	-$4.85M	0.99%	14
2023 Q3	$28.1M	Buy	604,897 +24,344	+4%	+$1.13M	1.31%	7
2023 Q2	$26.9M	Buy	580,553 +31,102	+6%	+$1.45M	1.23%	7
2023 Q1	$25.6M	Buy	+549,451	New	+$25.5M	1.26%	6

Other funds holding DFSD

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Burney Company's DFSD Position: Q3 2026 in Review

Burney Company reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.6% in Q3 2026, selling an estimated $256K and leaving 111,671 shares worth $5.19M. The position accounts for 0.14% of the portfolio, ranked #112.

Burney Company first reported a position in DFSD in Q1 2023 and has held it in 15 quarters since. The position peaked at $28.1M in Q3 2023. 331 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Burney Company held 111,671 shares of Dimensional Short-Duration Fixed Income ETF worth $5.19M as of Q3 2026.
Burney Company sold 5,419 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $256K.
Dimensional Short-Duration Fixed Income ETF made up 0.14% of Burney Company's portfolio in Q3 2026, its #112 holding.
Burney Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 15 quarters since.
Burney Company's Dimensional Short-Duration Fixed Income ETF position peaked at $28.1M in Q3 2023.
331 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Burney Company's 13F filing for Q3 2026, filed 15 Oct 2026.