AE Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $180K | Hold |
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|
2025
Q1 | $179K | Sell |
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|
2024
Q4 | $181K | Sell |
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|
2024
Q3 | $200K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $235K | Sell |
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|
2023
Q4 | $8.27M | Buy |
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|
2023
Q3 | $3.3M | Buy |
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|
2023
Q2 | $3.13M | Buy |
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|
2023
Q1 | $2.01M | Sell |
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|
2022
Q4 | $2.04M | Sell |
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|
2022
Q3 | $2.12M | Sell |
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|
2022
Q2 | $2.18M | Buy |
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