MRWM
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ML&R Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

ML&R Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2022
Q2 		– Sell
-127,553
Closed -$6.11M – 55
2022
Q1 		$6.11M Buy
127,553
+84,903
+199% +$4.07M 2.26% 7
2021
Q4 		$2.13M Buy
+42,650
New +$2.13M 0.79% 12