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

BCO Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$14.1M Buy
293,785
+17,534
+6% +$842K 10.06% 5
2025
Q1 		$13.1M Buy
276,251
+21,610
+8% +$1.03M 10.29% 4
2024
Q4 		$11.9M Buy
+254,641
New +$11.9M 9.93% 4