Park Avenue Securities’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Park Avenue Securities’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	$43.2M	Buy	929,337 +26,149	+3%	+$1.24M	0.26%	62
2026 Q2	$43.1M	Buy	903,188 +133,476	+17%	+$6.39M	0.27%	61
2026 Q1	$36.9M	Sell	769,712 -5,340	-0.7%	-$257K	0.29%	54
2025 Q4	$37.2M	Buy	775,052 +37,780	+5%	+$1.82M	0.31%	48
2025 Q3	$35.5M	Buy	737,272 +36,080	+5%	+$1.74M	0.28%	59
2025 Q2	$33.7M	Buy	701,192 +247,517	+55%	+$11.8M	0.31%	51
2025 Q1	$21.6M	Buy	453,675 +14,455	+3%	+$683K	0.27%	54
2024 Q4	$20.6M	Buy	439,220 +9,522	+2%	+$450K	0.21%	70
2024 Q3	$20.5M	Sell	429,698 -5,158	-1%	-$245K	0.23%	61
2024 Q2	$20.4M	Buy	434,856 +167,971	+63%	+$7.88M	0.25%	60
2024 Q1	$12.6M	Buy	266,885 +1,342	+0.5%	+$63.1K	0.16%	92
2023 Q4	$12.5M	Sell	265,543 -5,981	-2%	-$279K	0.17%	84
2023 Q3	$12.6M	Buy	271,524 +4,415	+2%	+$205K	0.2%	74
2023 Q2	$12.4M	Sell	267,109 -90,947	-25%	-$4.24M	0.2%	70
2023 Q1	$16.7M	Sell	358,056 -3,625	-1%	-$168K	0.29%	45
2022 Q4	$16.7M	Buy	361,681 +6,614	+2%	+$304K	0.3%	42
2022 Q3	$16.3M	Sell	355,067 -861	-0.2%	-$40.3K	0.33%	42
2022 Q2	$16.7M	Buy	+355,928	New	+$16.8M	0.32%	39

Other funds holding DFSD

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Park Avenue Securities's DFSD Position: Q3 2026 in Review

Park Avenue Securities increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.9% in Q3 2026, buying an estimated $1.24M and bringing the position to 929,337 shares worth $43.2M. The position accounts for 0.26% of the portfolio, ranked #62.

Park Avenue Securities first reported a position in DFSD in Q2 2022 and has held it in 18 quarters since. 335 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Park Avenue Securities held 929,337 shares of Dimensional Short-Duration Fixed Income ETF worth $43.2M as of Q3 2026.
Park Avenue Securities bought 26,149 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $1.24M.
Dimensional Short-Duration Fixed Income ETF made up 0.26% of Park Avenue Securities's portfolio in Q3 2026, its #62 holding.
Park Avenue Securities first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 18 quarters since.
335 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Park Avenue Securities's 13F filing for Q3 2026, filed 26 Oct 2026.