Brinker Capital Investments’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
2025
Q2
$4.76M Buy
99,085
+17,608
+22% +$845K 0.04% 409
2025
Q1
$3.87M Buy
81,477
+11,763
+17% +$559K 0.04% 428
2024
Q4
$3.27M Buy
69,714
+18,850
+37% +$884K 0.03% 472
2024
Q3
$2.43M Sell
50,864
-2,365
-4% -$113K 0.02% 594
2024
Q2
$2.5M Buy
53,229
+12,252
+30% +$576K 0.03% 542
2024
Q1
$1.93M Sell
40,977
-20,291
-33% -$954K 0.02% 677
2023
Q4
$2.87M Sell
61,268
-22,014
-26% -$1.03M 0.03% 461
2023
Q3
$3.86M Buy
83,282
+6,344
+8% +$294K 0.05% 361
2023
Q2
$3.57M Buy
76,938
+49,041
+176% +$2.27M 0.04% 424
2023
Q1
$1.3M Buy
+27,897
New +$1.3M 0.02% 769