PFA
DFSD

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
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
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

Pinnacle Family Advisors's DFSD Position: Q1 2026 in Review

Pinnacle Family Advisors reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 30% in Q1 2026, selling an estimated $209K and leaving 10,021 shares worth $480K. The position accounts for 0.23% of the portfolio, ranked #73.

Pinnacle Family Advisors first reported a position in DFSD in Q2 2023 and has held it in 12 quarters since. The position peaked at $689K in Q4 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Pinnacle Family Advisors held 10,021 shares of Dimensional Short-Duration Fixed Income ETF worth $480K as of Q1 2026.
  • Pinnacle Family Advisors sold 4,338 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $209K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.23% of Pinnacle Family Advisors's portfolio in Q1 2026, its #73 holding.
  • Pinnacle Family Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 12 quarters since.
  • Pinnacle Family Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $689K in Q4 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Pinnacle Family Advisors's 13F filing for Q1 2026, filed 15 May 2026.