Forum Financial Management’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
2025 Q2	$789K	Sell	16,432 -7,035	-30%	-$338K	0.01%	259
2025 Q1	$1.12M	Sell	23,467 -14,626	-38%	-$695K	0.02%	183
2024 Q4	$1.79M	Buy	+38,093	New	+$1.79M	0.03%	133