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

Peirce 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 Q3	$9.28M	Buy	199,717 +7,205	+4%	+$340K	3.41%	11
2026 Q2	$9.19M	Sell	192,512 -4,317	-2%	-$207K	3.37%	11
2026 Q1	$9.42M	Buy	196,829 +9,444	+5%	+$454K	3.69%	10
2025 Q4	$8.99M	Buy	187,385 +9,410	+5%	+$453K	3.58%	10
2025 Q3	$8.58M	Buy	177,975 +13,021	+8%	+$627K	3.57%	10
2025 Q2	$7.92M	Sell	164,954 -7,714	-4%	-$367K	3.51%	9
2025 Q1	$8.21M	Sell	172,668 -13,067	-7%	-$617K	4.06%	9
2024 Q4	$8.71M	Buy	185,735 +6,882	+4%	+$326K	4.47%	9
2024 Q3	$8.54M	Buy	178,853 +531	+0.3%	+$25.2K	4.29%	9
2024 Q2	$8.38M	Buy	178,322 +13,548	+8%	+$636K	4.44%	9
2024 Q1	$7.75M	Buy	164,774 +31,590	+24%	+$1.48M	4.26%	9
2023 Q4	$6.26M	Buy	+133,184	New	+$6.2M	3.78%	11

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

Peirce Capital Management's DFSD Position: Q3 2026 in Review

Peirce Capital Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.7% in Q3 2026, buying an estimated $340K and bringing the position to 199,717 shares worth $9.28M. The position accounts for 3.41% of the portfolio, ranked #11.

Peirce Capital Management first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. The position peaked at $9.42M in Q1 2026. 282 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Peirce Capital Management held 199,717 shares of Dimensional Short-Duration Fixed Income ETF worth $9.28M as of Q3 2026.
Peirce Capital Management bought 7,205 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $340K.
Dimensional Short-Duration Fixed Income ETF made up 3.41% of Peirce Capital Management's portfolio in Q3 2026, its #11 holding.
Peirce Capital Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Peirce Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $9.42M in Q1 2026.
282 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Peirce Capital Management's 13F filing for Q3 2026, filed 19 Oct 2026.