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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$17.3M Buy
360,829
+12,293
+4% +$590K 12.9% 3
2025
Q1
$16.6M Sell
348,536
-3,969
-1% -$189K 13.86% 3
2024
Q4
$16.5M Buy
+352,505
New +$16.5M 13.65% 3