PHWM
DFSD

Pine Harbor Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Pine Harbor Wealth 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 		$18.6M Buy
389,887
+21,544
+6% +$1.03M 4.99% 6
2026
Q1 		$17.6M Buy
368,343
+48,749
+15% +$2.35M 5.28% 6
2025
Q4 		$15.3M Buy
319,594
+53,453
+20% +$2.58M 4.7% 7
2025
Q3 		$12.8M Buy
266,141
+49,218
+23% +$2.37M 4.11% 8
2025
Q2 		$10.4M Buy
216,923
+19,920
+10% +$949K 3.66% 8
2025
Q1 		$9.36M Buy
197,003
+4,914
+3% +$232K 3.75% 8
2024
Q4 		$9.01M Buy
192,089
+79,395
+70% +$3.76M 3.63% 9
2024
Q3 		$5.38M Buy
112,694
+51,337
+84% +$2.44M 2.68% 11
2024
Q2 		$2.88M Buy
61,357
+10,978
+22% +$515K 1.7% 14
2024
Q1 		$2.37M Buy
50,379
+21,113
+72% +$992K 1.49% 16
2023
Q4 		$1.38M Buy
+29,266
New +$1.36M 1.05% 20

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

Pine Harbor Wealth Management's DFSD Position: Q2 2026 in Review

Pine Harbor Wealth Management increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.8% in Q2 2026, buying an estimated $1.03M and bringing the position to 389,887 shares worth $18.6M. The position accounts for 4.99% of the portfolio, ranked #6.

Pine Harbor Wealth Management first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Pine Harbor Wealth Management held 389,887 shares of Dimensional Short-Duration Fixed Income ETF worth $18.6M as of Q2 2026.
  • Pine Harbor Wealth Management bought 21,544 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.03M.
  • Dimensional Short-Duration Fixed Income ETF made up 4.99% of Pine Harbor Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Pine Harbor Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 11 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Pine Harbor Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.