Firethorn Wealth Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Firethorn Wealth Partners’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	$1.51M	Buy	31,535 +787	+3%	+$37.7K	0.49%	53
2026 Q1	$1.47M	Buy	30,748 +1,595	+5%	+$76.7K	0.54%	44
2025 Q4	$1.4M	Sell	29,153 -4,701	-14%	-$227K	0.52%	41
2025 Q3	$1.63M	Buy	33,854 +2,945	+10%	+$142K	0.64%	34
2025 Q2	$1.48M	Buy	30,909 +3,042	+11%	+$145K	0.64%	33
2025 Q1	$1.32M	Buy	27,867 +3,375	+14%	+$159K	0.63%	33
2024 Q4	$1.15M	Buy	24,492 +2,912	+13%	+$138K	0.57%	36
2024 Q3	$1.03M	Buy	21,580 +6,039	+39%	+$287K	0.52%	39
2024 Q2	$730K	Buy	15,541 +1,683	+12%	+$79K	0.41%	52
2024 Q1	$652K	Sell	13,858 -2,186	-14%	-$103K	0.38%	57
2023 Q4	$754K	Sell	16,044 -1,537	-9%	-$71.6K	0.49%	43
2023 Q3	$815K	Buy	17,581 +1,673	+11%	+$77.8K	0.63%	34
2023 Q2	$737K	Buy	15,908 +888	+6%	+$41.4K	0.55%	36
2023 Q1	$700K	Buy	15,020 +2,751	+22%	+$128K	0.55%	36
2022 Q4	$565K	Buy	12,269 +869	+8%	+$39.9K	0.48%	49
2022 Q3	$524K	Buy	11,400 +1,438	+14%	+$67.3K	0.49%	48
2022 Q2	$473K	Buy	+9,962	New	+$471K	0.38%	63

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return

DPW

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

GWWM

Great Waters Wealth Management Shoreview, Minnesota $1.08B AUM 19.77% 1-Year Est. Return

RIAS

Rachor Investment Advisory Services Linden, Michigan $203M AUM

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 1-Year Est. Return

EFP

Elser Financial Planning Indianapolis, Indiana $2.31B AUM 49.95% 1-Year Est. Return

Eclectic Associates Fullerton, California $878M AUM 18.7% 1-Year Est. Return

Firethorn Wealth Partners's DFSD Position: Q2 2026 in Review

Firethorn Wealth Partners increased its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 2.6% in Q2 2026, buying an estimated $37.7K and bringing the position to 31,535 shares worth $1.51M. The position accounts for 0.49% of the portfolio, ranked #53.

Firethorn Wealth Partners first reported a position in DFSD in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.63M in Q3 2025. 89 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Firethorn Wealth Partners held 31,535 shares of Dimensional Short-Duration Fixed Income ETF worth $1.51M as of Q2 2026.
Firethorn Wealth Partners bought 787 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $37.7K.
Dimensional Short-Duration Fixed Income ETF made up 0.49% of Firethorn Wealth Partners's portfolio in Q2 2026, its #53 holding.
Firethorn Wealth Partners first reported a position in Dimensional Short-Duration Fixed Income ETF in Q2 2022 and has held it in 17 quarters since.
Firethorn Wealth Partners's Dimensional Short-Duration Fixed Income ETF position peaked at $1.63M in Q3 2025.
89 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Firethorn Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.