Live Oak Private 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 Q2	$3.56M	Buy	74,162 +35,682	+93%	+$1.71M	0.53%	57
2025 Q1	$1.83M	Buy	38,480 +31,026	+416%	+$1.47M	0.3%	75
2024 Q4	$349K	Buy	+7,454	New	+$349K	0.06%	138