AWA
Acorn Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.5M | Sell |
72,832
-1,470
| -2% | -$70.6K | 1.3% | 19 |
|
|
2025
Q1 | $3.53M | Buy |
74,302
+17,840
| +32% | +$848K | 1.47% | 15 |
|
|
2024
Q4 | $2.65M | Sell |
56,462
-5,157
| -8% | -$242K | 1.09% | 22 |
|
|
2024
Q3 | $2.94M | Sell |
61,619
-2,444
| -4% | -$117K | 1.26% | 17 |
|
|
2024
Q2 | $3.01M | Sell |
64,063
-2,530
| -4% | -$119K | 1.49% | 14 |
|
|
2024
Q1 | $3.13M | Buy |
66,593
+8,668
| +15% | +$408K | 1.64% | 11 |
|
|
2023
Q4 | $2.72M | Buy |
57,925
+5,698
| +11% | +$268K | 1.61% | 12 |
|
|
2023
Q3 | $2.42M | Buy |
52,227
+4,350
| +9% | +$202K | 1.61% | 13 |
|
|
2023
Q2 | $2.22M | Buy |
47,877
+7,044
| +17% | +$326K | 1.51% | 16 |
|
|
2023
Q1 | $1.91M | Sell |
40,833
-1,207
| -3% | -$56.3K | 1.41% | 16 |
|
|
2022
Q4 | $1.94M | Sell |
42,040
-1,045
| -2% | -$48.2K | 1.49% | 17 |
|
|
2022
Q3 | $1.98M | Buy |
+43,085
| New | +$1.98M | 1.62% | 15 |
|