Forthright Family Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Forthright Family Wealth Advisory’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 Q3	$738K	Sell	15,874 -54	-0.3%	-$2.55K	0.42%	32
2026 Q2	$761K	Sell	15,928 -1,482	-9%	-$71K	0.43%	32
2026 Q1	$819K	Buy	17,410 +1,482	+9%	+$71.3K	0.55%	32
2025 Q4	$764K	Hold	15,928	–	–	0.48%	30
2025 Q3	$768K	Buy	15,928 +2	+0%	+$96	0.47%	35
2025 Q2	$765K	Sell	15,926 -32	-0.2%	-$1.52K	0.48%	30
2025 Q1	$758K	Hold	15,958	–	–	0.5%	27
2024 Q4	$748K	Buy	15,958 +286	+2%	+$13.5K	0.49%	31
2024 Q3	$744K	Sell	15,672 -1,738	-10%	-$82.5K	0.48%	31
2024 Q2	$818K	Hold	17,410	–	–	0.53%	31
2024 Q1	$819K	Buy	17,410 +2,639	+18%	+$124K	0.55%	32
2023 Q4	$694K	Buy	+14,771	New	+$688K	0.54%	31

Other funds holding DFSD

Focus Partners Wealth Boston, Massachusetts $96.6B AUM 22.52% 1-Year Est. Return

Focus Partners Advisor Solutions Saint Louis, Missouri $12.4B AUM 18.32% 1-Year Est. Return

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

OneDigital Investment Advisors Overland Park, Kansas $12.7B AUM 13.94% 1-Year Est. Return

Root Financial Partners Encinitas, California $2.98B AUM 13.9% 1-Year Est. Return

Vise Technologies New York $12B AUM 18.78% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Planning Center Inc Moline, Illinois $1.07B AUM 7.5% 1-Year Est. Return

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 9.69% 1-Year Est. Return

Great Waters Wealth Management Shoreview, Minnesota $1.11B AUM 11.16% 1-Year Est. Return

Forthright Family Wealth Advisory's DFSD Position: Q3 2026 in Review

Forthright Family Wealth Advisory reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 0.34% in Q3 2026, selling an estimated $2.55K and leaving 15,874 shares worth $738K. The position accounts for 0.42% of the portfolio, ranked #32.

Forthright Family Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 12 quarters since. The position peaked at $819K in Q1 2026. 378 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Forthright Family Wealth Advisory held 15,874 shares of Dimensional Short-Duration Fixed Income ETF worth $738K as of Q3 2026.
Forthright Family Wealth Advisory sold 54 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $2.55K.
Dimensional Short-Duration Fixed Income ETF made up 0.42% of Forthright Family Wealth Advisory's portfolio in Q3 2026, its #32 holding.
Forthright Family Wealth Advisory first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2023 and has held it in 12 quarters since.
Forthright Family Wealth Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $819K in Q1 2026.
378 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q3 2026, filed 3 Nov 2026.