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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$847K Buy
2025
Q2
$707K Buy
2025
Q1
$688K Buy
2024
Q4
$645K Buy
2024
Q3
$611K Hold
2024
Q2
$611K Buy
2024
Q1
$536K Sell
2023
Q4
$1.38M Buy
2023
Q1
$478K Buy