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

Sterling 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 		$10.2M Buy
+213,359
New +$10.2M 3.49% 10
2024
Q4 		$7.12M Buy
151,785
+20,209
+15% +$947K 2.63% 14
2024
Q3 		$6.28M Buy
131,576
+108,222
+463% +$5.17M 2.34% 14
2024
Q2 		$1.1M Buy
+23,354
New +$1.1M 0.52% 34