Core Wealth Management’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
$638K Sell
2025
Q1
$824K Buy
2024
Q4
$627K Sell
2024
Q3
$632K Hold
2024
Q2
$632K Buy