Forum Financial Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Forum Financial Management’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	$414K	Sell	8,916 -97	-1%	-$4.58K	0.01%	231
2026 Q2	$430K	Sell	9,013 -45	-0.5%	-$2.16K	0.01%	229
2026 Q1	$434K	Sell	9,058 -1,928	-18%	-$92.8K	0.01%	216
2025 Q4	$527K	Sell	10,986 -3,238	-23%	-$156K	0.01%	446
2025 Q3	$685K	Sell	14,224 -2,208	-13%	-$106K	0.01%	335
2025 Q2	$789K	Sell	16,432 -7,035	-30%	-$335K	0.01%	260
2025 Q1	$1.12M	Sell	23,467 -14,626	-38%	-$691K	0.02%	183
2024 Q4	$1.79M	Buy	+38,093	New	+$1.8M	0.03%	133

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

Beaird Harris Wealth Management Dallas, Texas $1.55B AUM 10.67% 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

Forum Financial Management's DFSD Position: Q3 2026 in Review

Forum Financial Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 1.1% in Q3 2026, selling an estimated $4.58K and leaving 8,916 shares worth $414K. The position accounts for 0.01% of the portfolio, ranked #231.

Forum Financial Management first reported a position in DFSD in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.79M in Q4 2024. 412 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Forum Financial Management held 8,916 shares of Dimensional Short-Duration Fixed Income ETF worth $414K as of Q3 2026.
Forum Financial Management sold 97 Dimensional Short-Duration Fixed Income ETF shares in Q3 2026, an estimated $4.58K.
Dimensional Short-Duration Fixed Income ETF made up 0.01% of Forum Financial Management's portfolio in Q3 2026, its #231 holding.
Forum Financial Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 8 quarters since.
Forum Financial Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.79M in Q4 2024.
412 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Forum Financial Management's 13F filing for Q3 2026, filed 16 Oct 2026.