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Sterling Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Sterling Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$24.8M Sell
518,413
-6,601
-1% -$316K 17.58% 2
2025
Q1 		$24.9M Buy
525,014
+16,457
+3% +$782K 19.23% 2
2024
Q4 		$23.8M Buy
+508,557
New +$23.8M 18.7% 2