PF
DFSD

Parker Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Parker Financial’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 		$7.46M Buy
156,510
+7,758
+5% +$371K 2.73% 11
2026
Q1 		$7.1M Buy
148,752
+10,123
+7% +$487K 2.84% 11
2025
Q4 		$6.65M Buy
138,629
+2,283
+2% +$110K 2.7% 11
2025
Q3 		$6.57M Buy
136,346
+4,245
+3% +$204K 2.69% 11
2025
Q2 		$6.34M Buy
132,101
+11,612
+10% +$553K 2.74% 11
2025
Q1 		$5.73M Buy
120,489
+10,242
+9% +$484K 2.75% 11
2024
Q4 		$5.1M Buy
110,247
+26,259
+31% +$1.24M 2.5% 12
2024
Q3 		$4M Buy
83,988
+29,015
+53% +$1.38M 2.01% 12
2024
Q2 		$2.56M Buy
54,973
+18,564
+51% +$871K 1.4% 13
2024
Q1 		$1.71M Buy
36,409
+11,504
+46% +$541K 0.98% 16
2023
Q4 		$1.17M Buy
24,905
+8,854
+55% +$412K 0.73% 21
2023
Q3 		$744K Buy
+16,051
New +$746K 0.52% 25

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

Parker Financial's DFSD Position: Q2 2026 in Review

Parker Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.2% in Q2 2026, buying an estimated $371K and bringing the position to 156,510 shares worth $7.46M. The position accounts for 2.73% of the portfolio, ranked #11.

Parker Financial first reported a position in DFSD in Q3 2023 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Parker Financial held 156,510 shares of Dimensional Short-Duration Fixed Income ETF worth $7.46M as of Q2 2026.
  • Parker Financial bought 7,758 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $371K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.73% of Parker Financial's portfolio in Q2 2026, its #11 holding.
  • Parker Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2023 and has held it in 12 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Parker Financial's 13F filing for Q2 2026, filed 3 Aug 2026.