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

Navigoe Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$724K Hold
15,085
– – 0.55% 24
2025
Q1 		$716K Hold
15,085
– – 0.62% 24
2024
Q4 		$707K Buy
+15,085
New +$707K 0.69% 22