Client 1st Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Client 1st Advisory Group’s Portfolio DFSD Stock Details DFSD Fund Activity

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