Beacon Pointe 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 | $4.38M | Buy |
91,243
+14,968
| +20% | +$719K | 0.05% | 340 |
|
|
2025
Q1 | $3.62M | Buy |
76,275
+13,735
| +22% | +$653K | 0.04% | 355 |
|
|
2024
Q4 | $2.93M | Buy |
62,540
+6,220
| +11% | +$292K | 0.03% | 376 |
|
|
2024
Q3 | $2.69M | Buy |
56,320
+3,768
| +7% | +$180K | 0.03% | 410 |
|
|
2024
Q2 | $2.47M | Buy |
52,552
+259
| +0.5% | +$12.2K | 0.03% | 435 |
|
|
2024
Q1 | $2.46M | Buy |
52,293
+1,426
| +3% | +$67.1K | 0.03% | 445 |
|
|
2023
Q4 | $2.39M | Buy |
50,867
+15,768
| +45% | +$741K | 0.03% | 432 |
|
|
2023
Q3 | $1.63M | Buy |
35,099
+24,253
| +224% | +$1.12M | 0.02% | 506 |
|
|
2023
Q2 | $503K | Buy |
10,846
+4,687
| +76% | +$217K | 0.01% | 708 |
|
|
2023
Q1 | $287K | Buy |
+6,159
| New | +$287K | ﹤0.01% | 953 |
|