Beta Wealth Group’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
Q2 | $1.39M | Sell |
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|
2025
Q1 | $4.15M | Sell |
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|
2024
Q4 | $4.67M | Buy |
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|
2024
Q3 | $4.36M | Sell |
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|
2024
Q2 | $4.42M | Buy |
|
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|
2024
Q1 | $3.99M | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $738K | Buy |
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|
2022
Q3 | $713K | Sell |
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|
2022
Q2 | $776K | Sell |
|
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|
2022
Q1 | $1.19M | Buy |
|