Arcadia Wealth Management (New Hampshire)’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 | $2.37M | Buy |
49,318
+2,987
| +6% | +$143K | 1.03% | 20 |
|
|
2025
Q1 | $2.2M | Buy |
46,331
+438
| +1% | +$20.8K | 1.09% | 20 |
|
|
2024
Q4 | $2.15M | Buy |
45,893
+2,107
| +5% | +$98.8K | 1.09% | 20 |
|
|
2024
Q3 | $2.09M | Buy |
43,786
+2,171
| +5% | +$104K | 1.1% | 22 |
|
|
2024
Q2 | $1.96M | Sell |
41,615
-3
| -0% | -$141 | 1.12% | 21 |
|
|
2024
Q1 | $1.97M | Buy |
41,618
+2,393
| +6% | +$113K | 1.21% | 20 |
|
|
2023
Q4 | $1.84M | Buy |
39,225
+9,176
| +31% | +$431K | 1.28% | 20 |
|
|
2023
Q3 | $1.39M | Buy |
30,049
+3,623
| +14% | +$168K | 1.09% | 19 |
|
|
2023
Q2 | $1.22M | Buy |
+26,426
| New | +$1.22M | 0.9% | 21 |
|