PCA
DFSD

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
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

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

Prosperity Capital Advisors's DFSD Position: Q2 2026 in Review

Prosperity Capital Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 14% in Q2 2026, buying an estimated $1.98M and bringing the position to 338,127 shares worth $16.1M. The position accounts for 0.8% of the portfolio, ranked #25.

Prosperity Capital Advisors first reported a position in DFSD in Q2 2024 and has held it in 9 quarters since. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Prosperity Capital Advisors held 338,127 shares of Dimensional Short-Duration Fixed Income ETF worth $16.1M as of Q2 2026.
  • Prosperity Capital Advisors bought 41,400 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $1.98M.
  • Dimensional Short-Duration Fixed Income ETF made up 0.8% of Prosperity Capital Advisors's portfolio in Q2 2026, its #25 holding.
  • Prosperity Capital Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2024 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 Prosperity Capital Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.