BWA
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Babb Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Babb Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$4.03M Buy
83,916
+1,236
+1% +$59.3K 2.97% 8
2025
Q1 		$3.93M Sell
82,680
-2,750
-3% -$131K 3.15% 8
2024
Q4 		$4M Buy
+85,430
New +$4M 3.23% 8