Poinciana Advisors Group’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
$315K Buy
6,562
+2,096
+47% +$101K 0.28% 70
2025
Q1
$212K Sell
4,466
-32
-0.7% -$1.52K 0.22% 91
2024
Q4
$211K Buy
+4,498
New +$211K 0.21% 91