Envestnet Portfolio Solutions
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Envestnet Portfolio Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Envestnet Portfolio Solutions’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$5.52M Buy
2025
Q1 		$3.81M Buy
2024
Q4 		$3.71M Sell
2024
Q3 		$3.84M Buy
2024
Q2 		$3.74M Buy
2024
Q1 		$2.23M Sell
2023
Q4 		$2.23M Buy
2023
Q3 		$2.18M Buy