PCIA
DFSD

Prime Capital Investment Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Prime Capital 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
2025
Q2 		– Sell
-6,800
Closed -$323K – 996
2025
Q1 		$323K Buy
+6,800
New +$321K ﹤0.01% 814

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

Prime Capital Investment Advisors's DFSD Position: Q2 2025 in Review

Prime Capital Investment Advisors sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2025, closing a stake of 6,800 shares — an estimated $323K sold.

Prime Capital Investment Advisors first reported a position in DFSD in Q1 2025 and held it in 1 quarter. The position peaked at $323K in Q1 2025. 352 funds tracked by Wall St. Rank hold DFSD as of Q2 2025.

  • Prime Capital Investment Advisors reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q2 2025 after selling out during the quarter.
  • Prime Capital Investment Advisors sold 6,800 Dimensional Short-Duration Fixed Income ETF shares in Q2 2025, an estimated $323K.
  • Prime Capital Investment Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2025 and held it in 1 quarter.
  • Prime Capital Investment Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $323K in Q1 2025.
  • 352 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2025.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2025, filed 23 Jul 2025.