RCS Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$7.82M Sell
2025
Q1
$8.78M Buy
2024
Q4
$8.54M Sell
2024
Q3
$12.5M Buy
2024
Q2
$12.2M Buy
2024
Q1
$11.4M Buy
2023
Q4
$10.6M Sell
2023
Q3
$12.3M Sell
2023
Q2
$15.3M Buy
2023
Q1
$14.3M Buy
2022
Q4
$13.3M Buy