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 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

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

RFP

Root Financial Partners Encinitas, California $2.57B AUM 21.7% 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

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

MSWMA

Market Street Wealth Management Advisors Indianapolis, Indiana $703M AUM 16.2% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Forthright Family Wealth Advisory's DFSD Position: Q2 2026 in Review

Forthright Family Wealth Advisory reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 8.5% in Q2 2026, selling an estimated $71K and leaving 15,928 shares worth $761K. The position accounts for 0.43% of the portfolio, ranked #32.

Forthright Family Wealth Advisory first reported a position in DFSD in Q4 2023 and has held it in 11 quarters since. The position peaked at $819K in Q1 2026. 246 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

Forthright Family Wealth Advisory held 15,928 shares of Dimensional Short-Duration Fixed Income ETF worth $761K as of Q2 2026.
Forthright Family Wealth Advisory sold 1,482 Dimensional Short-Duration Fixed Income ETF shares in Q2 2026, an estimated $71K.
Dimensional Short-Duration Fixed Income ETF made up 0.43% of Forthright Family Wealth Advisory's portfolio in Q2 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 11 quarters since.
Forthright Family Wealth Advisory's Dimensional Short-Duration Fixed Income ETF position peaked at $819K in Q1 2026.
246 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Forthright Family Wealth Advisory's 13F filing for Q2 2026, filed 16 Jul 2026.