SageOak Financial’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
$17M Sell
353,618
-24,341
-6% -$1.17M 13.58% 3
2025
Q1
$18M Buy
377,959
+81,438
+27% +$3.87M 15.92% 2
2024
Q4
$13.9M Buy
+296,521
New +$13.9M 12.7% 2