PS
DFSD

Pinney & Scofield’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Pinney & Scofield’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 		$206K Buy
4,293
+427
+11% +$20.5K 0.11% 54
2025
Q4 		$185K Buy
3,866
+143
+4% +$6.89K 0.11% 54
2025
Q3 		$179K Buy
3,723
+870
+30% +$41.9K 0.11% 52
2025
Q2 		$137K Buy
2,853
+31
+1% +$1.48K 0.09% 62
2025
Q1 		$134K Buy
2,822
+9
+0.3% +$425 0.1% 62
2024
Q4 		$132K Buy
+2,813
New +$133K 0.1% 62

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

Pinney & Scofield's DFSD Position: Q1 2026 in Review

Pinney & Scofield increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 11% in Q1 2026, buying an estimated $20.5K and bringing the position to 4,293 shares worth $206K. The position accounts for 0.11% of the portfolio, ranked #54.

Pinney & Scofield first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Pinney & Scofield held 4,293 shares of Dimensional Short-Duration Fixed Income ETF worth $206K as of Q1 2026.
  • Pinney & Scofield bought 427 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $20.5K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.11% of Pinney & Scofield's portfolio in Q1 2026, its #54 holding.
  • Pinney & Scofield first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Pinney & Scofield's 13F filing for Q1 2026, filed 15 May 2026.