Forza Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Forza Wealth 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	$1.54M	Hold	33,200	–	–	0.45%	55
2026 Q2	$1.59M	Hold	33,200	–	–	0.49%	51
2026 Q1	$1.59M	Buy	33,200 +8,900	+37%	+$428K	0.55%	48
2025 Q4	$1.17M	Hold	24,300	–	–	0.42%	54
2025 Q3	$1.17M	Buy	+24,300	New	+$1.17M	0.45%	49

Other funds holding DFSD

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 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

Phillips Financial Management Fort Wayne, Indiana $1.31B AUM 10.19% 1-Year Est. Return

Foster Group West Des Moines, Iowa $3.68B AUM 13.84% 1-Year Est. Return

55 North Private Wealth Winter Park, Florida $532M AUM 15.93% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

RAM Investment Partners Bellevue, Washington $631M AUM 11.73% 1-Year Est. Return

Woodward Financial Advisors Chapel Hill, North Carolina $254M AUM 11.87% 1-Year Est. Return

Signature Resources Capital Management Newport Beach, California $236M AUM 17.58% 1-Year Est. Return

Forza Wealth Management's DFSD Position: Q3 2026 in Review

Forza Wealth Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q3 2026 at 33,200 shares worth $1.54M. The position accounts for 0.45% of the portfolio, ranked #55.

Forza Wealth Management first reported a position in DFSD in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.59M in Q1 2026. 132 funds tracked by Wall St. Rank hold DFSD as of Q3 2026.

Forza Wealth Management held 33,200 shares of Dimensional Short-Duration Fixed Income ETF worth $1.54M as of Q3 2026.
Forza Wealth Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q3 2026.
Dimensional Short-Duration Fixed Income ETF made up 0.45% of Forza Wealth Management's portfolio in Q3 2026, its #55 holding.
Forza Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 5 quarters since.
Forza Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.59M in Q1 2026.
132 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q3 2026.

Based on Forza Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.