Avantax Advisory Services’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 | $1.01M | Buy |
21,048
+4,801
| +30% | +$230K | 0.01% | 1167 |
|
|
2025
Q1 | $772K | Sell |
16,247
-1,163
| -7% | -$55.3K | ﹤0.01% | 1228 |
|
|
2024
Q4 | $816K | Buy |
17,410
+3,864
| +29% | +$181K | 0.01% | 1141 |
|
|
2024
Q3 | $647K | Buy |
13,546
+1,918
| +16% | +$91.6K | ﹤0.01% | 1252 |
|
|
2024
Q2 | $547K | Buy |
11,628
+5,955
| +105% | +$280K | ﹤0.01% | 1303 |
|
|
2024
Q1 | $267K | Sell |
5,673
-365
| -6% | -$17.2K | ﹤0.01% | 1366 |
|
|
2023
Q4 | $284K | Sell |
6,038
-98
| -2% | -$4.61K | ﹤0.01% | 1267 |
|
|
2023
Q3 | $285K | Sell |
6,136
-90
| -1% | -$4.18K | ﹤0.01% | 1225 |
|
|
2023
Q2 | $289K | Sell |
6,226
-2,185
| -26% | -$101K | ﹤0.01% | 1209 |
|
|
2023
Q1 | $392K | Sell |
8,411
-193
| -2% | -$9.01K | ﹤0.01% | 1012 |
|
|
2022
Q4 | $397K | Sell |
8,604
-256
| -3% | -$11.8K | 0.01% | 972 |
|
|
2022
Q3 | $408K | Buy |
8,860
+260
| +3% | +$12K | 0.01% | 873 |
|
|
2022
Q2 | $403K | Buy |
+8,600
| New | +$403K | 0.01% | 875 |
|