PWM
DFSD

Parkworth Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Parkworth Wealth 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
2025
Q2 		$3.92M Buy
81,610
+1,548
+2% +$73.7K 2.83% 9
2025
Q1 		$3.8M Buy
80,062
+4,133
+5% +$195K 3.04% 9
2024
Q4 		$3.56M Buy
+75,929
New +$3.59M 2.96% 9

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $10.2B AUM 16.58% 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 $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Parkworth Wealth Management's DFSD Position: Q2 2025 in Review

Parkworth Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.9% in Q2 2025, buying an estimated $73.7K and bringing the position to 81,610 shares worth $3.92M. The position accounts for 2.83% of the portfolio, ranked #9.

Parkworth Wealth Management first reported a position in DFSD in Q4 2024 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Parkworth Wealth Management held 81,610 shares of Dimensional Short-Duration Fixed Income ETF worth $3.92M as of Q2 2025.
  • Parkworth Wealth Management bought 1,548 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $73.7K.
  • Dimensional Short-Duration Fixed Income ETF made up 2.83% of Parkworth Wealth Management's portfolio in Q2 2025, its #9 holding.
  • Parkworth Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.