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
2026
Q2 		$274K Buy
+5,742
New +$275K ﹤0.01% 1364
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 $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 $7.08B AUM 17.38% 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 22.96% 1-Year Est. Return

Principal Securities's DFSD Position: Q2 2026 in Review

Principal Securities opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 5,742 shares worth $274K. The stake represents ﹤0.01% of the portfolio and ranks #1364 among its holdings. This is a return to the name: Principal Securities previously reported a position in DFSD as recently as Q3 2025.

Principal Securities first reported a position in DFSD in Q4 2023 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Principal Securities held 5,742 shares of Dimensional Short-Duration Fixed Income ETF worth $274K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Principal Securities position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up ﹤0.01% of Principal Securities's portfolio in Q2 2026, its #1364 holding.
  • Principal Securities first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 9 quarters since.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Principal Securities's 13F filing for Q2 2026, filed 4 Aug 2026.