PWM
DFSD

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

PBMares 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
Q3 		$9.67M Buy
200,643
+69,445
+53% +$3.34M 1.57% 16
2025
Q2 		$6.3M Buy
131,198
+94,636
+259% +$4.51M 1.15% 21
2025
Q1 		$1.74M Buy
36,562
+5,535
+18% +$261K 0.35% 40
2024
Q4 		$1.45M Buy
31,027
+4,905
+19% +$232K 0.3% 50
2024
Q3 		$1.25M Sell
26,122
-800
-3% -$38K 0.26% 56
2024
Q2 		$1.27M Buy
26,922
+308
+1% +$14.5K 0.31% 52
2024
Q1 		$1.25M Buy
26,614
+5,950
+29% +$280K 0.33% 52
2023
Q4 		$971K Buy
20,664
+8,833
+75% +$411K 0.29% 59
2023
Q3 		$549K Buy
11,831
+605
+5% +$28.1K 0.2% 88
2023
Q2 		$520K Buy
11,226
+687
+7% +$32K 0.19% 97
2023
Q1 		$492K Buy
10,539
+567
+6% +$26.3K 0.18% 99
2022
Q4 		$460K Sell
9,972
-6,029
-38% -$277K 0.19% 93
2022
Q3 		$736K Sell
16,001
-9,635
-38% -$451K 0.32% 57
2022
Q2 		$1.2M Buy
+25,636
New +$1.21M 0.52% 39
2022
Q1 		– Sell
-110,664
Closed -$5.53M – 159
2021
Q4 		$5.53M Buy
+110,664
New +$5.53M 2.34% 12

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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return

PBMares Wealth Management's DFSD Position: Q3 2025 in Review

PBMares Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 53% in Q3 2025, buying an estimated $3.34M and bringing the position to 200,643 shares worth $9.67M. The position accounts for 1.57% of the portfolio, ranked #16.

PBMares Wealth Management first reported a position in DFSD in Q4 2021 and has held it in 15 quarters since. 363 funds tracked by Wall St. Rank hold DFSD as of Q3 2025.

  • PBMares Wealth Management held 200,643 shares of Dimensional Short-Duration Fixed Income ETF worth $9.67M as of Q3 2025.
  • PBMares Wealth Management bought 69,445 Dimensional Short-Duration Fixed Income ETF shares in Q3 2025, an estimated $3.34M.
  • Dimensional Short-Duration Fixed Income ETF made up 1.57% of PBMares Wealth Management's portfolio in Q3 2025, its #16 holding.
  • PBMares Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 15 quarters since.
  • 363 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.