Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$8.33M Buy
2025
Q1 		$7.92M Buy
2024
Q4 		$7.81M Buy
2024
Q3 		$7.64M Sell
2024
Q2 		$7.89M Buy
2024
Q1 		$4.51M Buy
2023
Q4 		$3.95M Buy
2023
Q3 		$3.88M Buy