Allegiance Financial Group Advisory Services’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 | $18M | Buy |
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|
2025
Q1 | $16.7M | Buy |
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|
2024
Q4 | $14.7M | Buy |
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|
2024
Q3 | $13.3M | Buy |
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|
2024
Q2 | $12.2M | Buy |
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|
2024
Q1 | $10.2M | Buy |
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|
2023
Q4 | $8.42M | Buy |
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|
2023
Q3 | $7.45M | Buy |
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|
2023
Q2 | $6.22M | Buy |
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|
2023
Q1 | $4.02M | Buy |
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|
2022
Q4 | $1.87M | Buy |
|