Geneos Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Geneos Wealth Management’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 Q3	$813K	Sell
2025 Q2	$868K	Sell
2025 Q1	$1.24M	Buy
2024 Q4	$375K	Buy
2024 Q3	$352K	Buy
2024 Q2	$13.9K	Buy