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SwitchPoint Financial Planning’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

SwitchPoint Financial Planning’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.75M Buy
78,049
+1,841
+2% +$88.4K 3.07% 6
2025
Q1 		$3.62M Sell
76,208
-617
-0.8% -$29.3K 3.44% 6
2024
Q4 		$3.6M Buy
+76,825
New +$3.6M 3.45% 6