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
Q2 		$248K Buy
5,184
+891
+21% +$42.7K 0.12% 50
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 $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

Pinney & Scofield's DFSD Position: Q2 2026 in Review

Pinney & Scofield increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 21% in Q2 2026, buying an estimated $42.7K and bringing the position to 5,184 shares worth $248K. The position accounts for 0.12% of the portfolio, ranked #50.

Pinney & Scofield first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Pinney & Scofield held 5,184 shares of Dimensional Short-Duration Fixed Income ETF worth $248K as of Q2 2026.
  • Pinney & Scofield bought 891 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $42.7K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.12% of Pinney & Scofield's portfolio in Q2 2026, its #50 holding.
  • Pinney & Scofield first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Pinney & Scofield's 13F filing for Q2 2026, filed 7 Aug 2026.