Porter White Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Porter White Investment Advisors’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	$4.06M	Buy	85,057 +1,646	+2%	+$78.8K	1.56%	14
2026 Q1	$3.99M	Buy	83,411 +5,089	+6%	+$245K	1.6%	14
2025 Q4	$3.76M	Buy	78,322 +10,196	+15%	+$491K	1.54%	14
2025 Q3	$3.28M	Buy	68,126 +19,122	+39%	+$920K	1.41%	14
2025 Q2	$2.35M	Buy	49,004 +6,757	+16%	+$322K	1.1%	14
2025 Q1	$2.01M	Buy	42,247 +18,231	+76%	+$861K	0.99%	15
2024 Q4	$1.13M	Buy	24,016 +7,855	+49%	+$372K	0.57%	19
2024 Q3	$772K	Buy	16,161 +231	+1%	+$11K	0.39%	22
2024 Q2	$749K	Sell	15,930 -4,502	-22%	-$211K	0.4%	23
2024 Q1	$961K	Buy	20,432 +9,688	+90%	+$455K	0.51%	20
2023 Q4	$505K	Buy	10,744 +149	+1%	+$6.94K	0.31%	25
2023 Q3	$491K	Buy	10,595 +119	+1%	+$5.53K	0.38%	22
2023 Q2	$486K	Buy	10,476 +1,150	+12%	+$53.6K	0.38%	20
2023 Q1	$435K	Buy	9,326 +1,186	+15%	+$55.1K	0.37%	18
2022 Q4	$375K	Buy	+8,140	New	+$374K	0.33%	17

Other funds holding DFSD

FPAS

Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

PCI

Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

PFM

Phillips Financial Management Fort Wayne, Indiana $1.36B AUM 17.21% 1-Year Est. Return

Porter White Investment Advisors's DFSD Position: Q2 2026 in Review

Porter White Investment Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2% in Q2 2026, buying an estimated $78.8K and bringing the position to 85,057 shares worth $4.06M. The position accounts for 1.56% of the portfolio, ranked #14.

Porter White Investment Advisors first reported a position in DFSD in Q4 2022 and has held it in 15 quarters since. 301 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Porter White Investment Advisors held 85,057 shares of Dimensional Short-Duration Fixed Income ETF worth $4.06M as of Q2 2026.
Porter White Investment Advisors bought 1,646 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $78.8K.
Dimensional Short-Duration Fixed Income ETF made up 1.56% of Porter White Investment Advisors's portfolio in Q2 2026, its #14 holding.
Porter White Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and has held it in 15 quarters since.
301 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Porter White Investment Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.