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
Q2 		$83.9M Buy
1,756,850
+42,549
+2% +$2.04M 6.15% 4
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 $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

Phillips Financial Management's DFSD Position: Q2 2026 in Review

Phillips Financial Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.5% in Q2 2026, buying an estimated $2.04M and bringing the position to 1,756,850 shares worth $83.9M. The position accounts for 6.15% of the portfolio, ranked #4.

Phillips Financial Management first reported a position in DFSD in Q1 2022 and has held it in 18 quarters since. The position peaked at $84.7M in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Phillips Financial Management held 1,756,850 shares of Dimensional Short-Duration Fixed Income ETF worth $83.9M as of Q2 2026.
  • Phillips Financial Management bought 42,549 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $2.04M.
  • Dimensional Short-Duration Fixed Income ETF made up 6.15% of Phillips Financial Management's portfolio in Q2 2026, its #4 holding.
  • Phillips Financial Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2022 and has held it in 18 quarters since.
  • Phillips Financial Management's Dimensional Short-Duration Fixed Income ETF position peaked at $84.7M in Q4 2025.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Phillips Financial Management's 13F filing for Q2 2026, filed 3 Aug 2026.