von Borstel & Associates’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

von Borstel & Associates’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 Q1	$11.1M	Buy	230,823 +33,151	+17%	+$1.59M	2.53%	10
2025 Q4	$9.48M	Buy	197,672 +11,325	+6%	+$546K	2.22%	10
2025 Q3	$8.99M	Buy	186,347 +21,986	+13%	+$1.06M	1.38%	15
2025 Q2	$7.92M	Buy	164,361 +2,967	+2%	+$141K	2.09%	10
2025 Q1	$7.67M	Buy	161,394 +37,397	+30%	+$1.77M	2.29%	10
2024 Q4	$5.81M	Buy	123,997 +43,404	+54%	+$2.05M	2.28%	10
2024 Q3	$3.85M	Buy	+80,593	New	+$3.82M	2.18%	10

Other funds holding DFSD

Focus Partners Wealth

Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return

Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return