von Borstel & Associates, Inc. DFSD — DIMENSIONAL SHORT-DURTN FIXED INC

Ownership history in von Borstel & Associates, Inc.  ·  7 quarters on record

AI Ownership Summary

von Borstel & Associates, Inc. reported DIMENSIONAL SHORT-DURTN FIXED INC (DFSD) in 7 quarterly 13F filings from 2024 Q3 through 2026 Q1. Peak portfolio weight reached 2.53% in 2026 Q1. The latest visible filing shows DFSD at 2.53% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this DFSD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was von Borstel & Associates, Inc.'s position in DIMENSIONAL SHORT-DURTN FIXED INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

DFSD was reported at 2.53% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.53% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q3 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DFSD stock page von Borstel & Associates, Inc. fund profile von Borstel & Associates, Inc. full holdings
How von Borstel & Associates, Inc. held DFSD — position size vs. price
% of Fund (quarterly)    DFSD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 230,823 +33,151 +16.8% 2.53% $11K 2026-05-12 $47.73
2025 Q4 ADDED — — — 197,672 +11,325 +6.1% 2.22% $9.5M 2026-02-12 $47.86
2025 Q3 ADDED — — — 186,347 +21,986 +13.4% 1.38% $9.0M 2025-11-14 $47.16
2025 Q2 ADDED — — — 164,361 +2,967 +1.8% 2.09% $7.9M 2025-08-11 $46.57
2025 Q1 ADDED — — — 161,394 +37,397 +30.2% 2.29% $7.7M 2025-04-29 $45.72
2024 Q4 ADDED — — — 123,997 +43,404 +53.9% 2.28% $5.8M 2025-02-11 $44.86
2024 Q3 INITIATED — — — 80,593 — — 2.18% $3.8M 2024-10-15 $44.44

🏢 Other funds also holding DFSD

As of 2026 Q1 — sorted by position size

Rachor Investment Advisory Services, LLC 36.55% Signature Resources Capital Management, LLC 17.54% Wolfstich Capital, LLC 17.11% CURIO WEALTH, LLC 15.68% Sterling Wealth Advisors Inc 13.75% Planning Center, Inc. 3Y 13.62% Ruedi Wealth Management, Inc. 3Y 13.53% SageOak Financial, LLC 13.5% Cornerstone Wealth Partners, LLC 12.4% Pacific Asset Management, LLC 11.2%

FAQ About von Borstel & Associates, Inc. and DFSD

These are the practical questions this page is built to answer before you even open the full history table.

How long has von Borstel & Associates, Inc. reported owning DFSD?

von Borstel & Associates, Inc. reported DFSD across 7 quarterly 13F filings, from 2024 Q3 through 2026 Q1.

What was the largest reported DFSD position in von Borstel & Associates, Inc.'s portfolio?

The largest reported portfolio weight for DFSD was 2.53% in 2026 Q1.

What is the latest reported DFSD position on this page?

The most recent filing on this page is 2026 Q1, when von Borstel & Associates, Inc. reported 230,823 shares, equal to 2.53% of portfolio, with an estimated market value of $11K.

What does the chart on this DFSD ownership page compare?

The chart compares von Borstel & Associates, Inc.'s quarterly DFSD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did von Borstel & Associates, Inc. time their DFSD position?

Based on 13F filing dates vs. subsequent DFSD price moves, von Borstel & Associates, Inc. correctly timed 5 out of 6 reported position changes (83%). The annualised alpha on DFSD relative to SPY over the holding period was -11.3%.

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