B
BetterWealth’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 | $1.24M | Buy |
25,911
+745
| +3% | +$35.8K | 0.32% | 26 |
|
|
2025
Q1 | $1.2M | Buy |
25,166
+1,427
| +6% | +$67.8K | 0.34% | 26 |
|
|
2024
Q4 | $1.11M | Buy |
23,739
+4,827
| +26% | +$226K | 0.31% | 30 |
|
|
2024
Q3 | $903K | Buy |
+18,912
| New | +$903K | 0.27% | 28 |
|
|
2024
Q2 | – | Sell |
-6,928
| Closed | -$326K | – | 65 |
|
|
2024
Q1 | $326K | Hold |
6,928
| – | – | 0.11% | 50 |
|
|
2023
Q4 | $326K | Buy |
+6,928
| New | +$326K | 0.11% | 48 |
|