FWP
DFSD

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

Forefront 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 		$219K Buy
+4,579
New +$219K 0.07% 170

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Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
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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

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

Forefront Wealth Partners opened a new position in Dimensional Short-Duration Fixed Income ETF (DFSD) in Q2 2026: 4,579 shares worth $219K. The stake represents 0.07% of the portfolio and ranks #170 among its holdings.

450 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Forefront Wealth Partners held 4,579 shares of Dimensional Short-Duration Fixed Income ETF worth $219K as of Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF was a new Forefront Wealth Partners position in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.07% of Forefront Wealth Partners's portfolio in Q2 2026, its #170 holding.
  • 450 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.