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

Pinnacle Family 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	$393K	Sell	8,237 -1,784	-18%	-$85.4K	0.17%	100
2026 Q1	$480K	Sell	10,021 -4,338	-30%	-$209K	0.23%	73
2025 Q4	$689K	Buy	14,359 +3,089	+27%	+$149K	0.3%	57
2025 Q3	$543K	Buy	11,270 +1,149	+11%	+$55.3K	0.24%	67
2025 Q2	$486K	Sell	10,121 -695	-6%	-$33.1K	0.24%	74
2025 Q1	$514K	Sell	10,816 -1,292	-11%	-$61K	0.28%	67
2024 Q4	$568K	Buy	12,108 +3,026	+33%	+$143K	0.27%	64
2024 Q3	$434K	Buy	9,082 +702	+8%	+$33.3K	0.22%	81
2024 Q2	$394K	Buy	8,380 +3,228	+63%	+$152K	0.22%	78
2024 Q1	$242K	Sell	5,152 -158	-3%	-$7.43K	0.13%	89
2023 Q4	$250K	Sell	5,310 -9	-0.2%	-$419	0.15%	82
2023 Q3	$247K	Sell	5,319 -2,900	-35%	-$135K	0.14%	77
2023 Q2	$381K	Buy	+8,219	New	+$383K	0.21%	73

Other funds holding DFSD

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

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

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

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 Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Pinnacle Family Advisors's DFSD Position: Q2 2026 in Review

Pinnacle Family Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q2 2026, selling an estimated $85.4K and leaving 8,237 shares worth $393K. The position accounts for 0.17% of the portfolio, ranked #100.

Pinnacle Family Advisors first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. The position peaked at $689K in Q4 2025. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Pinnacle Family Advisors held 8,237 shares of Dimensional Short-Duration Fixed Income ETF worth $393K as of Q2 2026.
Pinnacle Family Advisors sold 1,784 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $85.4K.
Dimensional Short-Duration Fixed Income ETF made up 0.17% of Pinnacle Family Advisors's portfolio in Q2 2026, its #100 holding.
Pinnacle Family Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
Pinnacle Family Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $689K in Q4 2025.
449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Pinnacle Family Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.