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

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

BHWM

Beaird Harris Wealth Management Dallas, Texas $1.6B AUM 16.64% 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

MSWMA

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

5NPW

55 North Private Wealth Winter Park, Florida $508M AUM

CAM

CPA Asset Management West Palm Beach, Florida $347M AUM 19.81% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

SRCM

Signature Resources Capital Management Newport Beach, California $254M AUM 26.72% 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. 119 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.
119 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.