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

Pillar Financial 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 Q3	$1.68M	Sell	36,140 -1,686	-4%	-$79.7K	0.92%	16
2026 Q2	$1.81M	Sell	37,826 -94	-0.2%	-$4.5K	0.94%	17
2026 Q1	$1.82M	Sell	37,920 -328	-0.9%	-$15.8K	1.06%	18
2025 Q4	$1.83M	Sell	38,248 -2,321	-6%	-$112K	1.11%	17
2025 Q3	$1.96M	Sell	40,569 -2,518	-6%	-$121K	1.23%	17
2025 Q2	$2.07M	Sell	43,087 -968	-2%	-$46.1K	1.43%	17
2025 Q1	$2.09M	Sell	44,055 -11,839	-21%	-$559K	1.56%	17
2024 Q4	$2.62M	Buy	+55,894	New	+$2.64M	2.01%	15

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Rachor Investment Advisory Services Linden, Michigan $207M AUM 7.36% 1-Year Est. Return

Diversified Portfolios Inc Bloomfield Hills, Michigan $1.46B AUM 7.48% 1-Year Est. Return

CAM

CPA Asset Management West Palm Beach, Florida $357M AUM 12.26% 1-Year Est. Return

Pillar Financial Advisors's DFSD Position: Q3 2026 in Review

Pillar Financial Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 4.5% in Q3 2026, selling an estimated $79.7K and leaving 36,140 shares worth $1.68M. The position accounts for 0.92% of the portfolio, ranked #16.

Pillar Financial Advisors first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.62M in Q4 2024. 314 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Pillar Financial Advisors held 36,140 shares of Dimensional Short-Duration Fixed Income ETF worth $1.68M as of Q3 2026.
Pillar Financial Advisors sold 1,686 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $79.7K.
Dimensional Short-Duration Fixed Income ETF made up 0.92% of Pillar Financial Advisors's portfolio in Q3 2026, its #16 holding.
Pillar Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Pillar Financial Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $2.62M in Q4 2024.
314 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Pillar Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.