Journey Strategic Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,498	Closed	-$211K	–	512
2024 Q4	$211K	Sell	4,498 -1,583	-26%	-$74.2K	0.01%	457
2024 Q3	$290K	Buy	+6,081	New	+$290K	0.01%	344