Investment Advisory Group’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
$210K Buy
2023
Q4
Sell
2023
Q3
$240K Sell
2023
Q2
$282K Hold
2023
Q1
$283K Hold
2022
Q4
$280K Buy