Forthright Family Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Forthright Family Wealth Advisory’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	$765K	Sell
2025 Q1	$758K	Hold
2024 Q4	$748K	Buy
2024 Q3	$744K	Sell
2024 Q2	$818K	Hold
2024 Q1	$819K	Buy
2023 Q4	$694K	Buy