DFP
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Defined Financial Planning’s OneAscent Core Plus Bond ETF OACP Stock Holding History

Defined Financial Planning’s Portfolio OACP Stock Details OACP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-9,824
Closed -$221K – 90
2024
Q4 		$221K Buy
+9,824
New +$221K 0.24% 69