PCI
DFSD

Planning Center Inc’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Planning Center Inc’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 		$139M Buy
2,904,314
+96,059
+3% +$4.6M 13.09% 2
2026
Q1 		$134M Buy
2,808,255
+114,315
+4% +$5.5M 13.62% 2
2025
Q4 		$129M Buy
2,693,940
+270,402
+11% +$13M 13.19% 2
2025
Q3 		$117M Buy
2,423,538
+97,586
+4% +$4.7M 12.26% 2
2025
Q2 		$112M Buy
2,325,952
+60,699
+3% +$2.89M 12.35% 2
2025
Q1 		$108M Buy
2,265,253
+217,856
+11% +$10.3M 12.74% 2
2024
Q4 		$96M Buy
2,047,397
+35,053
+2% +$1.66M 12.18% 2
2024
Q3 		$96.1M Buy
2,012,344
+40,098
+2% +$1.9M 11.84% 2
2024
Q2 		$92.7M Buy
1,972,246
+1,923,470
+3,943% +$90.3M 12.11% 2
2024
Q1 		$2.29M Hold
48,776
– – 0.5% 18
2023
Q4 		$2.29M Hold
48,776
– – 0.53% 19
2023
Q3 		$2.26M Sell
48,776
-9,652
-17% -$449K 0.59% 18
2023
Q2 		$2.71M Buy
+58,428
New +$2.72M 0.69% 17

Other funds holding DFSD

AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MSWMA
Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
RWM
Ruedi Wealth Management Champaign, Illinois $426M AUM 17.45% 1-Year Est. Return

Planning Center Inc's DFSD Position: Q2 2026 in Review

Planning Center Inc increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 3.4% in Q2 2026, buying an estimated $4.6M and bringing the position to 2,904,314 shares worth $139M. The position accounts for 13.09% of the portfolio, ranked #2.

Planning Center Inc first reported a position in DFSD in Q2 2023 and has held it in 13 quarters since. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Planning Center Inc held 2,904,314 shares of Dimensional Short-Duration Fixed Income ETF worth $139M as of Q2 2026.
  • Planning Center Inc bought 96,059 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $4.6M.
  • Dimensional Short-Duration Fixed Income ETF made up 13.09% of Planning Center Inc's portfolio in Q2 2026, its #2 holding.
  • Planning Center Inc first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2023 and has held it in 13 quarters since.
  • 246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Planning Center Inc's 13F filing for Q2 2026, filed 30 Jul 2026.