Advisornet Financial’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $122K | Buy |
2,541
+145
| +6% | +$6.96K | 0.01% | 704 |
|
|
2025
Q1 | $114K | Buy |
2,396
+686
| +40% | +$32.6K | 0.01% | 687 |
|
|
2024
Q4 | $80.2K | Buy |
1,710
+409
| +31% | +$19.2K | 0.01% | 738 |
|
|
2024
Q3 | $62.1K | Buy |
1,301
+228
| +21% | +$10.9K | ﹤0.01% | 836 |
|
|
2024
Q2 | $50.5K | Buy |
1,073
+68
| +7% | +$3.2K | ﹤0.01% | 812 |
|
|
2024
Q1 | $47.3K | Sell |
1,005
-1,211
| -55% | -$57K | ﹤0.01% | 826 |
|
|
2023
Q4 | $104K | Buy |
2,216
+933
| +73% | +$43.9K | 0.01% | 631 |
|
|
2023
Q3 | $59.5K | Buy |
1,283
+353
| +38% | +$16.4K | 0.01% | 738 |
|
|
2023
Q2 | $43.1K | Sell |
930
-276
| -23% | -$12.8K | ﹤0.01% | 857 |
|
|
2023
Q1 | $56.3K | Sell |
1,206
-1,242
| -51% | -$57.9K | 0.01% | 766 |
|
|
2022
Q4 | $113K | Sell |
2,448
-265
| -10% | -$12.2K | 0.01% | 593 |
|
|
2022
Q3 | $125K | Buy |
+2,713
| New | +$125K | 0.01% | 604 |
|
|
2022
Q2 | – | Sell |
-259,090
| Closed | -$12.4M | – | 1916 |
|
|
2022
Q1 | $12.4M | Buy |
259,090
+170,645
| +193% | +$8.17M | 0.78% | 25 |
|
|
2021
Q4 | $4.42M | Buy |
+88,445
| New | +$4.42M | 0.27% | 90 |
|