PP
DFSD

PrairieView Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

PrairieView Partners’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
2025
Q2 		$3.64M Buy
75,908
+5,834
+8% +$278K 0.35% 31
2025
Q1 		$3.33M Buy
70,074
+49,327
+238% +$2.33M 0.35% 37
2024
Q4 		$972K Buy
+20,747
New +$982K 0.1% 65

Other funds holding DFSD

FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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 $10.2B AUM 16.58% 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 $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PrairieView Partners's DFSD Position: Q2 2025 in Review

PrairieView Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.3% in Q2 2025, buying an estimated $278K and bringing the position to 75,908 shares worth $3.64M. The position accounts for 0.35% of the portfolio, ranked #31.

PrairieView Partners first reported a position in DFSD in Q4 2024 and has held it in 3 quarters since. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • PrairieView Partners held 75,908 shares of Dimensional Short-Duration Fixed Income ETF worth $3.64M as of Q2 2025.
  • PrairieView Partners bought 5,834 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $278K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.35% of PrairieView Partners's portfolio in Q2 2025, its #31 holding.
  • PrairieView Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 3 quarters since.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on PrairieView Partners's 13F filing for Q2 2025, filed 25 Jul 2025.