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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$124M Sell
2025
Q1
$125M Buy
2024
Q4
$121M Buy
2024
Q3
$119M Buy
2024
Q2
$111M Buy
2024
Q1
$106M Buy
2023
Q4
$95.8M Buy
2023
Q3
$80.8M Buy
2023
Q2
$72.7M Buy
2023
Q1
$95K Buy