Wescott Financial Advisory Group’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
2023
Q1
Sell
-4,366
Closed -$201K 160
2022
Q4
$201K Buy
+4,366
New +$201K 0.04% 147