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Prudent Investor Advisors, LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Prudent Investor Advisors, LLC’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 		$15.8M Buy
+340,276
New +$16.1M 12.39% 2

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
RAM Investment Partners
RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return
Woodward Financial Advisors
Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Prudent Investor Advisors, LLC's DFSD Position: Q3 2026 in Review

Prudent Investor Advisors, LLC opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q3 2026: 340,276 shares worth $15.8M. The stake represents 12.39% of the portfolio and ranks #2 among its holdings.

161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Prudent Investor Advisors, LLC held 340,276 shares of Dimensional Short-Duration Fixed Income ETF worth $15.8M as of Q3 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Prudent Investor Advisors, LLC position in Q3 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 12.39% of Prudent Investor Advisors, LLC's portfolio in Q3 2026, its #2 holding.
  • 161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Prudent Investor Advisors, LLC's 13F filing for Q3 2026, filed 22 Oct 2026.