PCM
DFSD

Passive Capital Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Passive Capital 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 		$11.1M Sell
232,508
-29,709
-11% -$1.42M 3.49% 9
2026
Q1 		$12.6M Buy
262,217
+29,709
+13% +$1.43M 3.75% 9
2025
Q4 		$11.1M Buy
232,508
+27,716
+14% +$1.34M 3.49% 9
2025
Q3 		$9.87M Buy
204,792
+15,120
+8% +$728K 3.22% 9
2025
Q2 		$9.1M Buy
189,672
+19,316
+11% +$920K 2.83% 10
2025
Q1 		$8.1M Buy
170,356
+56,907
+50% +$2.69M 2.56% 10
2024
Q4 		$5.32M Buy
113,449
+30,184
+36% +$1.43M 1.87% 13
2024
Q3 		$3.98M Buy
83,265
+21,071
+34% +$1,000K 1.39% 15
2024
Q2 		$2.92M Buy
62,194
+29,025
+88% +$1.36M 1.09% 18
2024
Q1 		$1.56M Buy
33,169
+17,016
+105% +$800K 0.61% 22
2023
Q4 		$759K Buy
16,153
+4,715
+41% +$220K 0.31% 31
2023
Q3 		$530K Buy
11,438
+525
+5% +$24.4K 0.24% 33
2023
Q2 		$506K Hold
10,913
– – 0.21% 36
2023
Q1 		$509K Hold
10,913
– – 0.22% 37
2022
Q4 		$503K Buy
+10,913
New +$501K 0.23% 34

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

Passive Capital Management's DFSD Position: Q2 2026 in Review

Passive Capital Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q2 2026, selling an estimated $1.42M and leaving 232,508 shares worth $11.1M. The position accounts for 3.49% of the portfolio, ranked #9.

Passive Capital Management first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. The position peaked at $12.6M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Passive Capital Management held 232,508 shares of Dimensional Short-Duration Fixed Income ETF worth $11.1M as of Q2 2026.
  • Passive Capital Management sold 29,709 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.42M.
  • Dimensional Short-Duration Fixed Income ETF made up 3.49% of Passive Capital Management's portfolio in Q2 2026, its #9 holding.
  • Passive Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
  • Passive Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $12.6M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Passive Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.