Geneos Wealth 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	$868K	Sell	18,076 -6,443	-26%	-$309K	0.02%	569
2025 Q1	$1.24M	Buy	24,519 +16,530	+207%	+$835K	0.02%	609
2024 Q4	$375K	Buy	7,989 +618	+8%	+$29K	0.01%	652
2024 Q3	$352K	Buy	7,371 +7,076	+2,399%	+$338K	0.01%	630
2024 Q2	$13.9K	Buy	+295	New	+$13.9K	﹤0.01%	1455