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

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$1.59M Hold
33,458
0.95% 33
2025
Q1
$1.59M Buy
33,458
+250
+0.8% +$11.9K 0.93% 33
2024
Q4
$1.56M Buy
+33,208
New +$1.56M 1.05% 26