BAM
BOS Asset Management’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 | $2.4M | Buy |
50,068
+4,719
| +10% | +$227K | 0.77% | 31 |
|
|
2025
Q1 | $2.15M | Buy |
45,349
+10,179
| +29% | +$484K | 0.74% | 31 |
|
|
2024
Q4 | $1.65M | Buy |
35,170
+4,039
| +13% | +$189K | 0.59% | 34 |
|
|
2024
Q3 | $1.49M | Buy |
31,131
+5,954
| +24% | +$284K | 0.55% | 37 |
|
|
2024
Q2 | $1.18M | Sell |
25,177
-1,396
| -5% | -$65.6K | 0.55% | 39 |
|
|
2024
Q1 | $1.25M | Buy |
26,573
+16,587
| +166% | +$780K | 0.66% | 35 |
|
|
2023
Q4 | $469K | Buy |
9,986
+593
| +6% | +$27.9K | 0.32% | 70 |
|
|
2023
Q3 | $436K | Buy |
+9,393
| New | +$436K | 0.32% | 72 |
|