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 Q2	$3.96M	Buy	+82,902	New	+$3.97M	1.38%	14

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $203M AUM

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.38B AUM 14.49% 1-Year Est. Return

Penney Financial's DFSD Position: Q2 2026 in Review

Penney Financial opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 82,902 shares worth $3.96M. The stake represents 1.38% of the portfolio and ranks #14 among its holdings.

266 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Penney Financial held 82,902 shares of Dimensional Short-Duration Fixed Income ETF worth $3.96M as of Q2 2026.
Dimensional Short-Duration Fixed Income ETF was a new Penney Financial position in Q2 2026.
Dimensional Short-Duration Fixed Income ETF made up 1.38% of Penney Financial's portfolio in Q2 2026, its #14 holding.
266 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Penney Financial's 13F filing for Q2 2026, filed 22 Jul 2026.