PFGIA
DFSD

Patriot Financial Group Insurance Agency’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Patriot Financial Group Insurance Agency’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 		$204K Sell
4,266
-4,266
-50% -$204K 0.02% 470
2026
Q1 		$409K Buy
8,532
+4,233
+98% +$204K 0.02% 489
2025
Q4 		$206K Hold
4,299
– – 0.02% 475
2025
Q3 		$207K Buy
4,299
+35
+0.8% +$1.68K 0.03% 458
2025
Q2 		$205K Buy
4,264
+28
+0.7% +$1.33K 0.02% 494
2025
Q1 		$201K Buy
+4,236
New +$200K 0.03% 455

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Patriot Financial Group Insurance Agency's DFSD Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 50% in Q2 2026, selling an estimated $204K and leaving 4,266 shares worth $204K. The position accounts for 0.02% of the portfolio, ranked #470.

Patriot Financial Group Insurance Agency first reported a position in DFSD in Q1 2025 and has held it in 6 quarters since. The position peaked at $409K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Patriot Financial Group Insurance Agency held 4,266 shares of Dimensional Short-Duration Fixed Income ETF worth $204K as of Q2 2026.
  • Patriot Financial Group Insurance Agency sold 4,266 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $204K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #470 holding.
  • Patriot Financial Group Insurance Agency first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and has held it in 6 quarters since.
  • Patriot Financial Group Insurance Agency's Dimensional Short-Duration Fixed Income ETF position peaked at $409K in Q1 2026.
  • 246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.