Penney Financial
DFSD icon

Penney Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Penney Financial’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 		$4.73M Buy
101,686
+18,784
+23% +$888K 1.39% 13
2026
Q2 		$3.96M Buy
+82,902
New +$3.97M 1.38% 14

Other funds holding DFSD

Apella Capital
Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return
Root Financial Partners
Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return
Vise Technologies
Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return
DiNuzzo Private Wealth
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return
Great Waters Wealth Management
Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return
Phillips Financial Management
Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return
Rachor Investment Advisory Services
Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return
CAM
CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return
Foster Group
Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return
55 North Private Wealth
55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

Penney Financial's DFSD Position: Q3 2026 in Review

Penney Financial increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 23% in Q3 2026, buying an estimated $888K and bringing the position to 101,686 shares worth $4.73M. The position accounts for 1.39% of the portfolio, ranked #13.

Penney Financial first reported a position in DFSD in Q2 2026 and has held it in 2 quarters since. 248 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

  • Penney Financial held 101,686 shares of Dimensional Short-Duration Fixed Income ETF worth $4.73M as of Q3 2026.
  • Penney Financial bought 18,784 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $888K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.39% of Penney Financial's portfolio in Q3 2026, its #13 holding.
  • Penney Financial first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 248 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Penney Financial's 13F filing for Q3 2026, filed 20 Oct 2026.