Buckingham Strategic Wealth’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
Q2 | $97.6M | Buy |
2,077,571
+501,191
| +32% | +$23.6M | 1.01% | 20 |
|
|
2024
Q1 | $74.2M | Buy |
1,576,380
+641,609
| +69% | +$30.2M | 0.78% | 22 |
|
|
2023
Q4 | $43.9M | Buy |
934,771
+765,902
| +454% | +$36M | 0.52% | 29 |
|
|
2023
Q3 | $7.83M | Buy |
168,869
+151,712
| +884% | +$7.04M | 0.11% | 101 |
|
|
2023
Q2 | $795K | Sell |
17,157
-36,483
| -68% | -$1.69M | 0.01% | 330 |
|
|
2023
Q1 | $2.47M | Hold |
53,640
| – | – | 0.04% | 164 |
|
|
2022
Q4 | $2.47M | Buy |
53,640
+48,040
| +858% | +$2.21M | 0.04% | 164 |
|
|
2022
Q3 | $258K | Hold |
5,600
| – | – | 0.01% | 499 |
|
|
2022
Q2 | $263K | Buy |
+5,600
| New | +$263K | 0.01% | 493 |
|