PFS
DFSD

Prospera Financial Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Prospera Financial Services’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 		$744K Buy
15,578
+3,740
+32% +$179K 0.01% 890
2026
Q1 		$567K Buy
+11,838
New +$570K 0.01% 937

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

Prospera Financial Services's DFSD Position: Q2 2026 in Review

Prospera Financial Services increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 32% in Q2 2026, buying an estimated $179K and bringing the position to 15,578 shares worth $744K. The position accounts for 0.01% of the portfolio, ranked #890.

Prospera Financial Services first reported a position in DFSD in Q1 2026 and has held it in 2 quarters since. 450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Prospera Financial Services held 15,578 shares of Dimensional Short-Duration Fixed Income ETF worth $744K as of Q2 2026.
  • Prospera Financial Services bought 3,740 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $179K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Prospera Financial Services's portfolio in Q2 2026, its #890 holding.
  • Prospera Financial Services first reported a position in Dimensional Short-Duration Fixed Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Prospera Financial Services's 13F filing for Q2 2026, filed 15 Jul 2026.