Wheelhouse Advisory Group’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Wheelhouse Advisory Group’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	$15.7M	Buy
2025 Q2	$11.8M	Buy
2025 Q1	$9.71M	Buy
2024 Q4	$5.27M	Buy
2024 Q3	$2.25M	Buy