KRW
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Kaufman Rossin Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Kaufman Rossin Wealth’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 		$1.55M Sell
32,274
-1,106
-3% -$53.1K 0.98% 16
2025
Q1 		$1.59M Sell
33,380
-6,130
-16% -$291K 1.13% 14
2024
Q4 		$1.85M Buy
+39,510
New +$1.85M 1.91% 12