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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.45M Buy
155,234
+48,756
+46% +$2.34M 3.64% 7
2025
Q1
$5.06M Buy
106,478
+29,261
+38% +$1.39M 2.94% 10
2024
Q4
$3.62M Buy
+77,217
New +$3.62M 2.18% 13