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

Prism Planning 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
2026 Q3	$5.67M	Buy	122,026 +15,498	+15%	+$732K	5.38%	7
2026 Q2	$5.09M	Buy	106,528 +4,241	+4%	+$203K	5.38%	7
2026 Q1	$4.9M	Buy	102,287 +9,824	+11%	+$473K	5.79%	7
2025 Q4	$4.43M	Buy	+92,463	New	+$4.46M	4.97%	7

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Prism Planning Partners's DFSD Position: Q3 2026 in Review

Prism Planning Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 15% in Q3 2026, buying an estimated $732K and bringing the position to 122,026 shares worth $5.67M. The position accounts for 5.38% of the portfolio, ranked #7.

Prism Planning Partners first reported a position in DFSD in Q4 2025 and has held it in 4 quarters since. 412 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Prism Planning Partners held 122,026 shares of Dimensional Short-Duration Fixed Income ETF worth $5.67M as of Q3 2026.
Prism Planning Partners bought 15,498 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $732K.
Dimensional Short-Duration Fixed Income ETF made up 5.38% of Prism Planning Partners's portfolio in Q3 2026, its #7 holding.
Prism Planning Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2025 and has held it in 4 quarters since.
412 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Prism Planning Partners's 13F filing for Q3 2026, filed 27 Oct 2026.