FFM
DFSD

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
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
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $9.92B AUM 21.52% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $20.7B AUM 19.76% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
BHWM
Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.16B AUM 18.08% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $987M AUM 12.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VT
Vise Technologies New York $5.09B AUM 22.62% 1-Year Est. Return

Forum Financial Management's DFSD Position: Q1 2026 in Review

Forum Financial Management reduced its Dimensional Short-Duration Fixed Income ETF (DFSD) stake by 18% in Q1 2026, selling an estimated $92.8K and leaving 9,058 shares worth $434K. The position accounts for 0.01% of the portfolio, ranked #216.

Forum Financial Management first reported a position in DFSD in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.79M in Q4 2024. 427 funds tracked by Wall St. Rank hold DFSD as of Q1 2026.

  • Forum Financial Management held 9,058 shares of Dimensional Short-Duration Fixed Income ETF worth $434K as of Q1 2026.
  • Forum Financial Management sold 1,928 Dimensional Short-Duration Fixed Income ETF shares in Q1 2026, an estimated $92.8K.
  • Dimensional Short-Duration Fixed Income ETF made up 0.01% of Forum Financial Management's portfolio in Q1 2026, its #216 holding.
  • Forum Financial Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2024 and has held it in 6 quarters since.
  • Forum Financial Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.79M in Q4 2024.
  • 427 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.