AssuredPartners Investment Advisors’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	$7.36M	Buy	153,217 +8,407	+6%	+$404K	1.8%	15
2025 Q1	$6.88M	Buy	144,810 +10,253	+8%	+$487K	1.33%	13
2024 Q4	$6.31M	Buy	+134,557	New	+$6.31M	1.23%	14