Essential Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Essential Planning’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	$5.28M	Buy
2025 Q1	$4.52M	Sell
2024 Q4	$197M	Buy
2024 Q3	$3.2M	Buy
2024 Q2	$2.72M	Buy
2024 Q1	$2.5M	Hold
2023 Q4	$2.5M	Buy
2023 Q3	$1.97M	Sell
2023 Q2	$1.98M	Buy
2023 Q1	$1.86M	Buy