Atria Wealth Solutions’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 | $676K | Sell |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $823K | Sell |
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|
2024
Q3 | $851K | Sell |
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|
2024
Q2 | $850K | Buy |
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|
2024
Q1 | $656K | Sell |
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|
2023
Q4 | $680K | Sell |
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|
2023
Q3 | $674K | Sell |
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|
2023
Q2 | $690K | Sell |
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|
2023
Q1 | $2.5M | Buy |
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|
2022
Q4 | $2.14M | Buy |
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|
2022
Q3 | $1.97M | Buy |
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|
2022
Q2 | $387K | Buy |
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