PMIM
DFSD

Prudent Man Investment Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Prudent Man Investment Management’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
2025
Q4 		– Sell
-1,839
Closed -$86.2K – 178
2025
Q3 		$86.2K Hold
1,839
– – 0.05% 37
2025
Q2 		$86.2K Hold
1,839
– – 0.05% 37
2025
Q1 		$86.2K Hold
1,839
– – 0.05% 37
2024
Q4 		$86.2K Buy
+1,839
New +$87K 0.05% 37

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
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DPW
DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

Prudent Man Investment Management's DFSD Position: Q4 2025 in Review

Prudent Man Investment Management sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q4 2025, closing a stake of 1,839 shares — an estimated $86.2K sold.

Prudent Man Investment Management first reported a position in DFSD in Q4 2024 and held it in 4 quarters. The position peaked at $86.2K in Q3 2025. 408 funds tracked by Wall St. Rank hold DFSD as of Q4 2025.

  • Prudent Man Investment Management reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q4 2025 after selling out during the quarter.
  • Prudent Man Investment Management sold 1,839 Dimensional Short-Duration Fixed Income ETF shares in Q4 2025, an estimated $86.2K.
  • Prudent Man Investment Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and held it in 4 quarters.
  • Prudent Man Investment Management's Dimensional Short-Duration Fixed Income ETF position peaked at $86.2K in Q3 2025.
  • 408 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q4 2025.

Based on Prudent Man Investment Management's 13F filing for Q4 2025, filed 12 Feb 2026.