BWA
BCU Wealth 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 | $14.8M | Buy |
307,781
+36,302
| +13% | +$1.74M | 6.64% | 3 |
|
|
2025
Q1 | $12.9M | Buy |
271,479
+11,485
| +4% | +$546K | 6.71% | 3 |
|
|
2024
Q4 | $12.2M | Buy |
259,994
+42,311
| +19% | +$1.98M | 6.96% | 3 |
|
|
2024
Q3 | $10.4M | Buy |
217,683
+27,583
| +15% | +$1.32M | 6.19% | 3 |
|
|
2024
Q2 | $8.93M | Buy |
190,100
+27,146
| +17% | +$1.28M | 6.6% | 3 |
|
|
2024
Q1 | $7.67M | Buy |
162,954
+28,300
| +21% | +$1.33M | 6.51% | 3 |
|
|
2023
Q4 | $6.33M | Buy |
+134,654
| New | +$6.33M | 6.87% | 3 |
|