Physician Wealth Advisors’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
$81K Buy
1,687
+384
+29% +$18.4K 0.01% 288
2025
Q1
$61.9K Buy
1,303
+113
+9% +$5.37K 0.01% 305
2024
Q4
$55.8K Buy
+1,190
New +$55.8K 0.01% 326