Arcadia Wealth Management (New York)’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
$4.8M Buy
100,006
+11,490
+13% +$552K 3.27% 5
2025
Q1
$4.21M Buy
88,516
+21,826
+33% +$1.04M 3.28% 5
2024
Q4
$3.13M Buy
+66,690
New +$3.13M 2.66% 6