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

Trellis Wealth Advisors’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-5,745
Closed -$265K – 32
2022
Q4 		$265K Buy
+5,745
New +$265K 0.23% 23