Avantax 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 | $1.01M | Buy |
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|
2025
Q1 | $772K | Sell |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $647K | Buy |
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|
2024
Q2 | $547K | Buy |
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|
2024
Q1 | $267K | Sell |
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|
2023
Q4 | $284K | Sell |
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|
2023
Q3 | $285K | Sell |
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|
2023
Q2 | $289K | Sell |
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|
2023
Q1 | $392K | Sell |
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|
2022
Q4 | $397K | Sell |
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|
2022
Q3 | $408K | Buy |
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|
2022
Q2 | $403K | Buy |
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