Stewardship Advisors’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
$585K Sell
12,183
-142
-1% -$6.82K 0.15% 69
2025
Q1
$586K Buy
12,325
+2,301
+23% +$109K 0.16% 63
2024
Q4
$470K Buy
10,024
+2,889
+40% +$135K 0.13% 85
2024
Q3
$341K Buy
+7,135
New +$341K 0.1% 92