Parallel Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Parallel Advisors’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	$41.1K	Hold	860	–	–	﹤0.01%	2268
2026 Q1	$41.2K	Hold	860	–	–	﹤0.01%	2099
2025 Q4	$41.2K	Hold	860	–	–	﹤0.01%	1937
2025 Q3	$41.4K	Hold	860	–	–	﹤0.01%	1884
2025 Q2	$41.3K	Hold	860	–	–	﹤0.01%	1835
2025 Q1	$40.9K	Hold	860	–	–	﹤0.01%	1752
2024 Q4	$40.3K	Buy	+860	New	+$40.7K	﹤0.01%	1762

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Parallel Advisors's DFSD Position: Q2 2026 in Review

Parallel Advisors held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 860 shares worth $41.1K. The position accounts for ﹤0.01% of the portfolio, ranked #2268.

Parallel Advisors first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $41.4K in Q3 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Parallel Advisors held 860 shares of Dimensional Short-Duration Fixed Income ETF worth $41.1K as of Q2 2026.
Parallel Advisors left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Parallel Advisors's portfolio in Q2 2026, its #2268 holding.
Parallel Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
Parallel Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $41.4K in Q3 2025.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Parallel Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.