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Curio Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Curio Wealth’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$36.5M Buy
760,536
+760,142
+192,929% +$36.5M 16% 1
2025
Q1 		$26.1M Sell
394
-548,222
-100% -$36.3B 13.58% 2
2024
Q4 		$25.7M Buy
+548,616
New +$25.7M 13.83% 2