Cary Street Partners Investment Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio DFSD Stock Details DFSD Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$305K	Buy
2024 Q4	–	Sell
2024 Q3	$324K	Buy
2024 Q2	$291K	Buy