PFM
DFSD

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

Phillips Financial 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
Q1 		$82.1M Sell
1,714,301
-52,536
-3% -$2.53M 5.95% 4
2025
Q4 		$84.7M Buy
1,766,837
+238,095
+16% +$11.5M 5.46% 4
2025
Q3 		$73.7M Buy
1,528,742
+171,936
+13% +$8.27M 4.86% 4
2025
Q2 		$65.1M Buy
1,356,806
+38,284
+3% +$1.82M 4.73% 4
2025
Q1 		$62.7M Buy
1,318,522
+88,590
+7% +$4.18M 4.84% 4
2024
Q4 		$57.7M Buy
1,229,932
+369,847
+43% +$17.5M 4.53% 3
2024
Q3 		$41.1M Buy
860,085
+182,327
+27% +$8.65M 3.18% 8
2024
Q2 		$31.9M Buy
677,758
+53,348
+9% +$2.5M 2.63% 9
2024
Q1 		$29.4M Buy
624,410
+115,962
+23% +$5.45M 2.41% 11
2023
Q4 		$23.9M Buy
508,448
+75,347
+17% +$3.51M 2.08% 13
2023
Q3 		$20.1M Buy
433,101
+62,288
+17% +$2.9M 1.9% 15
2023
Q2 		$17.2M Buy
370,813
+69,502
+23% +$3.24M 1.59% 17
2023
Q1 		$14.1M Buy
301,311
+8,327
+3% +$387K 1.36% 20
2022
Q4 		$13.5M Buy
292,984
+28,297
+11% +$1.3M 1.37% 20
2022
Q3 		$12.2M Buy
264,687
+20,465
+8% +$958K 1.34% 20
2022
Q2 		$11.4M Buy
244,222
+223,843
+1,098% +$10.6M 1.24% 23
2022
Q1 		$976K Buy
+20,379
New +$997K 0.09% 82

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return