HTWM
DFSD icon

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

Hartmann Taylor Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.03M Sell
42,265
-14,150
-25% -$679K 1.69% 17
2025
Q1 		$2.68M Buy
+56,415
New +$2.68M 2.4% 13