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Wealthspire Advisors (New York)’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wealthspire Advisors (New York)’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.66M Buy
34,558
+16,726
+94% +$803K 0.01% 306
2025
Q1 		$847K Hold
17,832
– – 0.01% 416
2024
Q4 		$836K Buy
+17,832
New +$836K 0.01% 407