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

Axxcess Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-13,852
Closed -$652K – 871
2024
Q1 		$652K Buy
13,852
+3,239
+31% +$152K 0.02% 474
2023
Q4 		$499K Buy
+10,613
New +$499K 0.01% 510