PL
DFSD

Plancorp LLC’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Plancorp LLC’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 		$305K Buy
6,416
+316
+5% +$15.1K 0.01% 324
2026
Q1 		$293K Buy
6,100
+11
+0.2% +$529 0.01% 293
2025
Q4 		$292K Buy
6,089
+80
+1% +$3.85K 0.01% 293
2025
Q3 		$290K Buy
6,009
+85
+1% +$4.09K 0.01% 302
2025
Q2 		$284K Sell
5,924
-748
-11% -$35.6K 0.01% 303
2025
Q1 		$317K Buy
6,672
+1,768
+36% +$83.5K 0.01% 273
2024
Q4 		$230K Buy
+4,904
New +$232K 0.01% 291

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
GWWM
Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return
RIAS
Rachor Investment Advisory Services Linden, Michigan $203M AUM
5NPW
55 North Private Wealth Winter Park, Florida $508M AUM
CAM
CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
SRCM
Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return
EFP
Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Plancorp LLC's DFSD Position: Q2 2026 in Review

Plancorp LLC increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.2% in Q2 2026, buying an estimated $15.1K and bringing the position to 6,416 shares worth $305K. The position accounts for 0.01% of the portfolio, ranked #324.

Plancorp LLC first reported a position in DFSD in Q4 2024 and has held it in 7 quarters since. The position peaked at $317K in Q1 2025. 104 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Plancorp LLC held 6,416 shares of Dimensional Short-Duration Fixed Income ETF worth $305K as of Q2 2026.
  • Plancorp LLC bought 316 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $15.1K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Plancorp LLC's portfolio in Q2 2026, its #324 holding.
  • Plancorp LLC first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 7 quarters since.
  • Plancorp LLC's Dimensional Short-Duration Fixed Income ETF position peaked at $317K in Q1 2025.
  • 104 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Plancorp LLC's 13F filing for Q2 2026, filed 14 Jul 2026.