Client 1st Advisory Group’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
Q3
$14.1M Buy
2025
Q2
$13.7M Sell
2025
Q1
$13.8M Sell
2024
Q4
$13.7M Buy
2024
Q3
$13.1M Buy
2024
Q2
$12.5M Buy
2024
Q1
$10.5M Buy
2023
Q4
$9.84M Buy
2023
Q3
$6.27M Buy
2023
Q2
$2.73M Buy