Cornerstone Planning Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
Sell
-199
Closed -$9.42K 1569
2025
Q1
$9.42K Buy
+199
New +$9.42K ﹤0.01% 588