PAG
DFSD

Private Advisor Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Private Advisor Group’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
Q1 		$4.48M Sell
93,494
-7,283
-7% -$350K 0.02% 693
2025
Q4 		$4.83M Buy
100,777
+2,887
+3% +$139K 0.02% 636
2025
Q3 		$4.72M Sell
97,890
-4,810
-5% -$231K 0.02% 639
2025
Q2 		$4.93M Buy
102,700
+10,926
+12% +$520K 0.03% 577
2025
Q1 		$4.36M Buy
91,774
+7,848
+9% +$371K 0.03% 585
2024
Q4 		$3.93M Buy
83,926
+1,546
+2% +$73.1K 0.02% 605
2024
Q3 		$3.93M Buy
82,380
+20,522
+33% +$974K 0.02% 619
2024
Q2 		$2.91M Buy
61,858
+720
+1% +$33.8K 0.02% 692
2024
Q1 		$2.88M Buy
61,138
+13,177
+27% +$619K 0.02% 653
2023
Q4 		$2.25M Buy
47,961
+11,567
+32% +$539K 0.02% 717
2023
Q3 		$1.69M Buy
36,394
+1,961
+6% +$91.2K 0.02% 781
2023
Q2 		$1.6M Buy
34,433
+12,368
+56% +$576K 0.01% 822
2023
Q1 		$1.03M Buy
+22,065
New +$1.03M 0.01% 982
2022
Q4 		– Sell
-6,656
Closed -$306K – 1732
2022
Q3 		$306K Buy
+6,656
New +$312K ﹤0.01% 1462

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
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 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
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 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
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Private Advisor Group's DFSD Position: Q1 2026 in Review

Private Advisor Group reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 7.2% in Q1 2026, selling an estimated $350K and leaving 93,494 shares worth $4.48M. The position accounts for 0.02% of the portfolio, ranked #693.

Private Advisor Group first reported a position in DFSD in Q3 2022 and has held it in 14 quarters since. The position peaked at $4.93M in Q2 2025. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Private Advisor Group held 93,494 shares of Dimensional Short-Duration Fixed Income ETF worth $4.48M as of Q1 2026.
  • Private Advisor Group sold 7,283 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $350K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.02% of Private Advisor Group's portfolio in Q1 2026, its #693 holding.
  • Private Advisor Group first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2022 and has held it in 14 quarters since.
  • Private Advisor Group's Dimensional Short-Duration Fixed Income ETF position peaked at $4.93M in Q2 2025.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.