VBA
DFSD

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
Q2 		$11M Sell
230,715
-108
-0% -$5.17K 2.26% 10
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 $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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 $1.06B AUM 12.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

von Borstel & Associates's DFSD Position: Q2 2026 in Review

von Borstel & Associates reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.05% in Q2 2026, selling an estimated $5.17K and leaving 230,715 shares worth $11M. The position accounts for 2.26% of the portfolio, ranked #10.

von Borstel & Associates first reported a position in DFSD in Q3 2024 and has held it in 8 quarters since. The position peaked at $11.1M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • von Borstel & Associates held 230,715 shares of Dimensional Short-Duration Fixed Income ETF worth $11M as of Q2 2026.
  • von Borstel & Associates sold 108 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $5.17K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.26% of von Borstel & Associates's portfolio in Q2 2026, its #10 holding.
  • von Borstel & Associates first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2024 and has held it in 8 quarters since.
  • von Borstel & Associates's Dimensional Short-Duration Fixed Income ETF position peaked at $11.1M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on von Borstel & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.