PA
DFSD

PFG Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

PFG Advisors’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 		$1.51M Buy
31,623
+2,201
+7% +$105K 0.08% 286
2026
Q1 		$1.41M Buy
29,422
+2,518
+9% +$121K 0.07% 305
2025
Q4 		$1.29M Sell
26,904
-3,314
-11% -$160K 0.06% 315
2025
Q3 		$1.46M Buy
30,218
+4,793
+19% +$231K 0.06% 323
2025
Q2 		$1.22M Sell
25,425
-8,661
-25% -$412K 0.06% 273
2025
Q1 		$1.62M Sell
34,086
-688
-2% -$32.5K 0.09% 254
2024
Q4 		$1.63M Sell
34,774
-156
-0.4% -$7.38K 0.1% 222
2024
Q3 		$1.67M Sell
34,930
-144
-0.4% -$6.83K 0.11% 214
2024
Q2 		$1.65M Sell
35,074
-6,275
-15% -$295K 0.11% 212
2024
Q1 		$1.95M Sell
41,349
-56
-0.1% -$2.63K 0.14% 175
2023
Q4 		$1.95M Buy
41,405
+5,736
+16% +$267K 0.16% 163
2023
Q3 		$1.65M Buy
35,669
+1,005
+3% +$46.7K 0.15% 169
2023
Q2 		$1.61M Buy
34,664
+2,740
+9% +$128K 0.12% 201
2023
Q1 		$1.49M Buy
31,924
+23,989
+302% +$1.11M 0.12% 201
2022
Q4 		$366K Buy
7,935
+1,857
+31% +$85.3K 0.04% 417
2022
Q3 		$280K Buy
+6,078
New +$285K 0.03% 428

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

PFG Advisors's DFSD Position: Q2 2026 in Review

PFG Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.5% in Q2 2026, buying an estimated $105K and bringing the position to 31,623 shares worth $1.51M. The position accounts for 0.08% of the portfolio, ranked #286.

PFG Advisors first reported a position in DFSD in Q3 2022 and has held it in 16 quarters since. The position peaked at $1.95M in Q4 2023. 100 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • PFG Advisors held 31,623 shares of Dimensional Short-Duration Fixed Income ETF worth $1.51M as of Q2 2026.
  • PFG Advisors bought 2,201 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $105K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.08% of PFG Advisors's portfolio in Q2 2026, its #286 holding.
  • PFG Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 16 quarters since.
  • PFG Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $1.95M in Q4 2023.
  • 100 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on PFG Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.