NDWM
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New Dimensions Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

New Dimensions 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 		$5.97M Buy
123,815
+1,901
+2% +$91.7K 5.45% 7
2025
Q1 		$5.79M Buy
+121,914
New +$5.79M 5.79% 7