Vestia Personal Wealth 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	$1.11M	Buy	23,193 +2,109	+10%	+$101K	0.76%	28
2025 Q1	$1M	Buy	21,084 +1,080	+5%	+$51.3K	0.79%	25
2024 Q4	$938K	Buy	20,004 +932	+5%	+$43.7K	0.77%	31
2024 Q3	$911K	Buy	19,072 +4,289	+29%	+$205K	0.86%	27
2024 Q2	$695K	Buy	+14,783	New	+$695K	0.74%	28