PFA
DFSD

Pure Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Pure Financial 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
Q1 		$8.19M Buy
170,963
+9,374
+6% +$451K 0.12% 87
2025
Q4 		$7.75M Buy
161,589
+4,121
+3% +$199K 0.11% 86
2025
Q3 		$7.59M Buy
157,468
+1,986
+1% +$95.6K 0.12% 85
2025
Q2 		$7.46M Buy
155,482
+10,222
+7% +$487K 0.13% 80
2025
Q1 		$6.9M Buy
145,260
+832
+0.6% +$39.3K 0.14% 69
2024
Q4 		$6.77M Sell
144,428
-295
-0.2% -$14K 0.15% 63
2024
Q3 		$6.91M Buy
144,723
+653
+0.5% +$31K 0.17% 62
2024
Q2 		$6.77M Buy
144,070
+39,162
+37% +$1.84M 0.19% 60
2024
Q1 		$4.93M Buy
104,908
+958
+0.9% +$45K 0.15% 71
2023
Q4 		$4.89M Buy
103,950
+96,825
+1,359% +$4.51M 0.17% 69
2023
Q3 		$330K Hold
7,125
– – 0.01% 207
2023
Q2 		$330K Hold
7,125
– – 0.01% 202
2023
Q1 		$332K Hold
7,125
– – 0.02% 190
2022
Q4 		$328K Sell
7,125
-1,527
-18% -$70.1K 0.02% 186
2022
Q3 		$398K Sell
8,652
-2,712
-24% -$127K 0.02% 166
2022
Q2 		$533K Sell
11,364
-8,063,837
-100% -$381M 0.03% 149
2022
Q1 		$387M Sell
8,075,201
-961,561
-11% -$47M 17.69% 1
2021
Q4 		$452M Buy
+9,036,762
New +$452M 22.39% 1

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

Pure Financial Advisors's DFSD Position: Q1 2026 in Review

Pure Financial Advisors increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 5.8% in Q1 2026, buying an estimated $451K and bringing the position to 170,963 shares worth $8.19M. The position accounts for 0.12% of the portfolio, ranked #87.

Pure Financial Advisors first reported a position in DFSD in Q4 2021 and has held it in 18 quarters since. The position peaked at $452M in Q4 2021. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Pure Financial Advisors held 170,963 shares of Dimensional Short-Duration Fixed Income ETF worth $8.19M as of Q1 2026.
  • Pure Financial Advisors bought 9,374 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $451K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.12% of Pure Financial Advisors's portfolio in Q1 2026, its #87 holding.
  • Pure Financial Advisors first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2021 and has held it in 18 quarters since.
  • Pure Financial Advisors's Dimensional Short-Duration Fixed Income ETF position peaked at $452M in Q4 2021.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Pure Financial Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.