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

TCFG 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 		$281K Hold
5,849
– – 0.13% 196
2025
Q1 		$278K Sell
5,849
-937
-14% -$44.5K 0.14% 180
2024
Q4 		$318K Buy
6,786
+703
+12% +$33K 0.16% 154
2024
Q3 		$290K Buy
+6,083
New +$290K 0.15% 159