Capstone Wealth Management (Alabama)’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	$782K	Buy	16,297 +4,350	+36%	+$209K	0.69%	20
2025 Q1	$568K	Buy	11,947 +663	+6%	+$31.5K	0.57%	22
2024 Q4	$529K	Buy	+11,284	New	+$529K	0.52%	24