BOSSRA
B.O.S.S. Retirement Advisors’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 | $644K | Sell |
13,411
-694
| -5% | -$33.3K | 0.16% | 109 |
|
2025
Q1 | $670K | Sell |
14,105
-597
| -4% | -$28.4K | 0.19% | 90 |
|
2024
Q4 | $689K | Buy |
+14,702
| New | +$689K | 0.19% | 101 |
|
2024
Q1 | – | Sell |
-4,739
| Closed | -$223K | – | 153 |
|
2023
Q4 | $223K | Buy |
+4,739
| New | +$223K | 0.04% | 231 |
|