BIA
Barry Investment 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 | $1.63M | Buy |
33,931
+6,468
| +24% | +$311K | 0.41% | 41 |
|
|
2025
Q1 | $1.31M | Buy |
27,463
+4,464
| +19% | +$212K | 0.35% | 42 |
|
|
2024
Q4 | $1.08M | Buy |
22,999
+3,028
| +15% | +$142K | 0.35% | 45 |
|
|
2024
Q3 | $953K | Buy |
19,971
+3,469
| +21% | +$166K | 0.29% | 48 |
|
|
2024
Q2 | $776K | Buy |
16,502
+6,132
| +59% | +$288K | 0.26% | 53 |
|
|
2024
Q1 | $488K | Buy |
+10,370
| New | +$488K | 0.16% | 73 |
|