Atria Wealth Solutions’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 | $676K | Sell |
14,079
-7,806
| -36% | -$375K | 0.02% | 796 |
|
|
2025
Q1 | $1.04M | Buy |
21,885
+4,338
| +25% | +$206K | 0.01% | 864 |
|
|
2024
Q4 | $823K | Sell |
17,547
-284
| -2% | -$13.3K | 0.01% | 1002 |
|
|
2024
Q3 | $851K | Sell |
17,831
-255
| -1% | -$12.2K | 0.01% | 973 |
|
|
2024
Q2 | $850K | Buy |
18,086
+4,148
| +30% | +$195K | 0.01% | 953 |
|
|
2024
Q1 | $656K | Sell |
13,938
-531
| -4% | -$25K | 0.01% | 1113 |
|
|
2023
Q4 | $680K | Sell |
14,469
-57
| -0.4% | -$2.68K | 0.01% | 1041 |
|
|
2023
Q3 | $674K | Sell |
14,526
-355
| -2% | -$16.5K | 0.01% | 994 |
|
|
2023
Q2 | $690K | Sell |
14,881
-38,599
| -72% | -$1.79M | 0.01% | 1011 |
|
|
2023
Q1 | $2.5M | Buy |
53,480
+7,111
| +15% | +$332K | 0.04% | 466 |
|
|
2022
Q4 | $2.14M | Buy |
46,369
+3,555
| +8% | +$164K | 0.03% | 492 |
|
|
2022
Q3 | $1.97M | Buy |
42,814
+34,552
| +418% | +$1.59M | 0.03% | 484 |
|
|
2022
Q2 | $387K | Buy |
+8,262
| New | +$387K | 0.01% | 1060 |
|