PAG
DFSD

Poinciana Advisors Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Poinciana Advisors Group’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 		$1.48M Buy
31,048
+5,044
+19% +$242K 1.1% 20
2026
Q1 		$1.25M Buy
26,004
+3,110
+14% +$150K 0.98% 20
2025
Q4 		$1.1M Buy
22,894
+5,980
+35% +$288K 0.87% 23
2025
Q3 		$815K Buy
16,914
+10,352
+158% +$498K 0.69% 25
2025
Q2 		$315K Buy
6,562
+2,096
+47% +$99.8K 0.28% 70
2025
Q1 		$212K Sell
4,466
-32
-0.7% -$1.51K 0.22% 91
2024
Q4 		$211K Buy
+4,498
New +$213K 0.21% 91

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 $7.88B AUM 10.78% 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 22.9% 1-Year Est. Return

Poinciana Advisors Group's DFSD Position: Q2 2026 in Review

Poinciana Advisors Group increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 19% in Q2 2026, buying an estimated $242K and bringing the position to 31,048 shares worth $1.48M. The position accounts for 1.1% of the portfolio, ranked #20.

Poinciana Advisors Group 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.

  • Poinciana Advisors Group held 31,048 shares of Dimensional Short-Duration Fixed Income ETF worth $1.48M as of Q2 2026.
  • Poinciana Advisors Group bought 5,044 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $242K.
  • Dimensional Short-Duration Fixed Income ETF made up 1.1% of Poinciana Advisors Group's portfolio in Q2 2026, its #20 holding.
  • Poinciana Advisors Group 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 Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.