Patriot Financial Group Insurance Agency’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	$205K	Buy	4,264 +28	+0.7%	+$1.34K	0.02%	493
2025 Q1	$201K	Buy	+4,236	New	+$201K	0.03%	455