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

WealthShield Partners’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-2,423
Closed -$114K – 489
2023
Q4 		$114K Hold
2,423
– – 0.02% 314
2023
Q3 		$112K Hold
2,423
– – 0.02% 332
2023
Q2 		$112K Hold
2,423
– – 0.02% 329
2023
Q1 		$113K Buy
+2,423
New +$113K 0.02% 327