PAM
DFSD

Pacific Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Pacific Asset Management’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 		$21.4M Buy
448,747
+29,731
+7% +$1.42M 10.52% 2
2026
Q1 		$20.1M Buy
419,016
+78,506
+23% +$3.78M 11.2% 2
2025
Q4 		$16.3M Buy
340,510
+53,706
+19% +$2.59M 9.8% 2
2025
Q3 		$13.8M Buy
286,804
+27,255
+11% +$1.31M 9.39% 2
2025
Q2 		$12.5M Buy
259,549
+2,054
+0.8% +$97.8K 10.02% 3
2025
Q1 		$12.2M Buy
257,495
+32,174
+14% +$1.52M 10.96% 2
2024
Q4 		$10.6M Buy
+225,321
New +$10.7M 9.93% 2

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

Pacific Asset Management's DFSD Position: Q2 2026 in Review

Pacific Asset Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.1% in Q2 2026, buying an estimated $1.42M and bringing the position to 448,747 shares worth $21.4M. The position accounts for 10.52% of the portfolio, ranked #2.

Pacific Asset Management first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Pacific Asset Management held 448,747 shares of Dimensional Short-Duration Fixed Income ETF worth $21.4M as of Q2 2026.
  • Pacific Asset Management bought 29,731 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.42M.
  • Dimensional Short-Duration Fixed Income ETF made up 10.52% of Pacific Asset Management's portfolio in Q2 2026, its #2 holding.
  • Pacific Asset Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Pacific Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.