BC
DFSD

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
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

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
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
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
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Burney Company's DFSD Position: Q2 2026 in Review

Burney Company reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.9% in Q2 2026, selling an estimated $109K and leaving 117,090 shares worth $5.59M. The position accounts for 0.15% of the portfolio, ranked #117.

Burney Company first reported a position in DFSD in Q1 2023 and has held it in 14 quarters since. The position peaked at $28.1M in Q3 2023. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Burney Company held 117,090 shares of Dimensional Short-Duration Fixed Income ETF worth $5.59M as of Q2 2026.
  • Burney Company sold 2,271 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $109K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.15% of Burney Company's portfolio in Q2 2026, its #117 holding.
  • Burney Company first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2023 and has held it in 14 quarters since.
  • Burney Company's Dimensional Short-Duration Fixed Income ETF position peaked at $28.1M in Q3 2023.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Burney Company's 13F filing for Q2 2026, filed 15 Jul 2026.