Wealthquest’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealthquest’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 Q3	$31.6M	Buy
2025 Q2	$29.1M	Buy
2022 Q4	–	Sell
2022 Q3	$1.95M	Sell
2022 Q2	$7.24M	Buy
2022 Q1	$2.23M	Hold
2021 Q4	$2.23M	Buy