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

JDH Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.03M Buy
21,393
+6,822
+47% +$328K 0.79% 25
2025
Q1 		$692K Buy
14,571
+3,879
+36% +$184K 0.59% 23
2024
Q4 		$501K Buy
+10,692
New +$501K 0.44% 27