PS
DFSD

Principal Securities’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Principal Securities’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
Q4 		– Sell
-2,346
Closed -$113K – 1861
2025
Q3 		$113K Buy
2,346
+60
+3% +$2.89K ﹤0.01% 1541
2025
Q2 		$110K Hold
2,286
– – ﹤0.01% 1512
2025
Q1 		$107K Hold
2,286
– – ﹤0.01% 1410
2024
Q4 		$107K Buy
2,286
+111
+5% +$5.25K ﹤0.01% 1410
2024
Q3 		$104K Hold
2,175
– – ﹤0.01% 1377
2024
Q2 		$102K Hold
2,175
– – ﹤0.01% 1318
2024
Q1 		$102K Hold
2,175
– – ﹤0.01% 1267
2023
Q4 		$102K Buy
+2,175
New +$101K ﹤0.01% 1179

Other funds holding DFSD

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 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

Principal Securities's DFSD Position: Q4 2025 in Review

Principal Securities sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 2,346 shares — an estimated $113K sold.

Principal Securities first reported a position in DFSD in Q4 2023 and held it in 8 quarters. The position peaked at $113K in Q3 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Principal Securities reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 2,346 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $113K.
  • Principal Securities first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and held it in 8 quarters.
  • Principal Securities's Dimensional Short-Duration Fixed Income ETF position peaked at $113K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.