PCM
DFSD

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
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

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

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

Peirce Capital Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.2% in Q2 2026, selling an estimated $207K and leaving 192,512 shares worth $9.19M. The position accounts for 3.37% of the portfolio, ranked #11.

Peirce Capital Management first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $9.42M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Peirce Capital Management held 192,512 shares of Dimensional Short-Duration Fixed Income ETF worth $9.19M as of Q2 2026.
  • Peirce Capital Management sold 4,317 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $207K.
  • Dimensional Short-Duration Fixed Income ETF made up 3.37% of Peirce Capital Management's portfolio in Q2 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 11 quarters since.
  • Peirce Capital Management's Dimensional Short-Duration Fixed Income ETF position peaked at $9.42M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

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