CogentBlue Wealth Advisors’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
$4.35M Buy
2025
Q2
$3.29M Buy
2025
Q1
$1.95M Buy
2024
Q4
$1.77M Buy