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SpringVest Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

SpringVest Wealth Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.3M Buy
47,883
+16,364
+52% +$786K 1.86% 13
2025
Q1 		$1.5M Buy
31,519
+6,254
+25% +$297K 1.24% 17
2024
Q4 		$1.18M Buy
+25,265
New +$1.18M 1.01% 20