Prosperity Capital Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Prosperity Capital Advisors’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	$16M	Buy	343,786 +5,659	+2%	+$267K	0.79%	28
2026 Q2	$16.1M	Buy	338,127 +41,400	+14%	+$1.98M	0.8%	25
2026 Q1	$14.2M	Buy	296,727 +12,841	+5%	+$618K	0.81%	28
2025 Q4	$13.6M	Sell	283,886 -39,347	-12%	-$1.9M	0.81%	30
2025 Q3	$15.6M	Buy	323,233 +20,067	+7%	+$966K	0.9%	25
2025 Q2	$14.6M	Buy	303,166 +7,278	+2%	+$347K	0.95%	24
2025 Q1	$14.1M	Buy	295,888 +21,551	+8%	+$1.02M	1.11%	17
2024 Q4	$12.9M	Buy	274,337 +57,022	+26%	+$2.7M	1.04%	19
2024 Q3	$10.4M	Buy	217,315 +135,305	+165%	+$6.42M	0.88%	23
2024 Q2	$3.85M	Buy	+82,010	New	+$3.85M	0.43%	42

Other funds holding DFSD

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

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

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

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Prosperity Capital Advisors's DFSD Position: Q3 2026 in Review

Prosperity Capital Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.7% in Q3 2026, buying an estimated $267K and bringing the position to 343,786 shares worth $16M. The position accounts for 0.79% of the portfolio, ranked #28.

Prosperity Capital Advisors first reported a position in DFSD in Q2 2024 and has held it in 10 quarters since. The position peaked at $16.1M in Q2 2026. 161 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Prosperity Capital Advisors held 343,786 shares of Dimensional Short-Duration Fixed Income ETF worth $16M as of Q3 2026.
Prosperity Capital Advisors bought 5,659 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $267K.
Dimensional Short-Duration Fixed Income ETF made up 0.79% of Prosperity Capital Advisors's portfolio in Q3 2026, its #28 holding.
Prosperity Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 and has held it in 10 quarters since.
Prosperity Capital Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $16.1M in Q2 2026.
161 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Prosperity Capital Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.