Bridge Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $2.7M | Buy |
56,470
+1,607
| +3% | +$76.7K | 1.28% | 18 |
|
|
2024
Q2 | $2.58M | Buy |
54,863
+19,766
| +56% | +$929K | 1.27% | 20 |
|
|
2024
Q1 | $1.65M | Sell |
35,097
-5,226
| -13% | -$246K | 0.82% | 40 |
|
|
2023
Q4 | $1.9M | Sell |
40,323
-12,751
| -24% | -$599K | 0.95% | 34 |
|
|
2023
Q3 | $2.46M | Sell |
53,074
-544
| -1% | -$25.2K | 0.86% | 32 |
|
|
2023
Q2 | $2.49M | Buy |
53,618
+420
| +0.8% | +$19.5K | 0.91% | 29 |
|
|
2023
Q1 | $2.48M | Buy |
53,198
+4,942
| +10% | +$231K | 0.96% | 27 |
|
|
2022
Q4 | $2.22M | Sell |
48,256
-2,057
| -4% | -$94.8K | 0.93% | 24 |
|
|
2022
Q3 | $2.31M | Buy |
50,313
+25,754
| +105% | +$1.18M | 1.13% | 20 |
|
|
2022
Q2 | $1.15M | Buy |
+24,559
| New | +$1.15M | 0.56% | 38 |
|
|
2022
Q1 | – | Sell |
-94,740
| Closed | -$4.74M | – | 98 |
|
|
2021
Q4 | $4.74M | Buy |
+94,740
| New | +$4.74M | 2.14% | 12 |
|