EP Wealth Advisors’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
2024 Q1	–	Sell	-4,107	Closed	-$193K	–	844
2023 Q4	$193K	Buy	+4,107	New	+$193K	﹤0.01%	725