Concord Wealth Partners’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
Q2
$10.1M Buy
2025
Q1
$7.83M Buy
2024
Q4
$7.21M Sell
2024
Q3
$7.43M Sell
2024
Q2
$7.84M Buy
2024
Q1
$7.53M Buy
2023
Q4
$7.18M Buy