FWM
DFSD

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
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

Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
SC
Savant Capital Rockford, Illinois $34.1B AUM 22.4% 1-Year Est. Return
RFP
Root Financial Partners Encinitas, California $2.57B AUM 21.7% 1-Year Est. Return
VT
Vise Technologies New York $8.83B AUM 27.11% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Forza Wealth Management's DFSD Position: Q2 2026 in Review

Forza Wealth Management held its Dimensional Short-Duration Fixed Income ETF (DFSD) position steady in Q2 2026 at 33,200 shares worth $1.59M. The position accounts for 0.49% of the portfolio, ranked #51.

Forza Wealth Management first reported a position in DFSD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.59M in Q1 2026. 449 funds tracked by Wall St. Rank hold DFSD as of Q2 2026.

  • Forza Wealth Management held 33,200 shares of Dimensional Short-Duration Fixed Income ETF worth $1.59M as of Q2 2026.
  • Forza Wealth Management left its Dimensional Short-Duration Fixed Income ETF share count unchanged in Q2 2026.
  • Dimensional Short-Duration Fixed Income ETF made up 0.49% of Forza Wealth Management's portfolio in Q2 2026, its #51 holding.
  • Forza Wealth Management first reported a position in Dimensional Short-Duration Fixed Income ETF in Q3 2025 and has held it in 4 quarters since.
  • Forza Wealth Management's Dimensional Short-Duration Fixed Income ETF position peaked at $1.59M in Q1 2026.
  • 449 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q2 2026.

Based on Forza Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.