Pathstone Holdings
DFSD

Pathstone Holdings’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Pathstone Holdings’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
Q1 		$1.74M Buy
36,436
+733
+2% +$35.3K 0.01% 1103
2025
Q4 		$1.71M Buy
35,703
+38
+0.1% +$1.83K 0.01% 1118
2025
Q3 		$1.72M Sell
35,665
-104
-0.3% -$5K 0.01% 1121
2025
Q2 		$1.72M Buy
35,769
+2,102
+6% +$100K 0.01% 1093
2025
Q1 		$1.6M Buy
33,667
+3,080
+10% +$145K 0.01% 1109
2024
Q4 		$1.43M Buy
30,587
+232
+0.8% +$11K 0.01% 1167
2024
Q3 		$1.45M Hold
30,355
– – 0.01% 1164
2024
Q2 		$1.43M Buy
30,355
+247
+0.8% +$11.6K 0.01% 1108
2024
Q1 		$1.42M Buy
30,108
+2,705
+10% +$127K 0.01% 1069
2023
Q4 		$1.29M Buy
+27,403
New +$1.28M 0.01% 941

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Pathstone Holdings's DFSD Position: Q1 2026 in Review

Pathstone Holdings increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.1% in Q1 2026, buying an estimated $35.3K and bringing the position to 36,436 shares worth $1.74M. The position accounts for 0.01% of the portfolio, ranked #1103.

Pathstone Holdings first reported a position in DFSD in Q4 2023 and has held it in 10 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Pathstone Holdings held 36,436 shares of Dimensional Short-Duration Fixed Income ETF worth $1.74M as of Q1 2026.
  • Pathstone Holdings bought 733 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $35.3K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #1103 holding.
  • Pathstone Holdings first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 10 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.