Beaird Harris Wealth Management’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
Q4 | $154M | Buy |
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|
2025
Q3 | $142M | Buy |
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|
2025
Q2 | $124M | Sell |
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|
2025
Q1 | $125M | Buy |
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|
2024
Q4 | $121M | Buy |
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|
2024
Q3 | $119M | Buy |
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|
2024
Q2 | $111M | Buy |
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|
2024
Q1 | $106M | Buy |
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|
2023
Q4 | $95.8M | Buy |
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|
2023
Q3 | $80.8M | Buy |
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|
2023
Q2 | $72.7M | Buy |
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|
2023
Q1 | $95K | Buy |
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