BC
Burney Company’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 | $7.18M | Buy |
149,506
+38,369
| +35% | +$1.84M | 0.24% | 98 |
|
|
2025
Q1 | $5.28M | Sell |
111,137
-14,663
| -12% | -$697K | 0.19% | 118 |
|
|
2024
Q4 | $5.9M | Sell |
125,800
-24,344
| -16% | -$1.14M | 0.21% | 103 |
|
|
2024
Q3 | $7.17M | Sell |
150,144
-110,085
| -42% | -$5.26M | 0.25% | 93 |
|
|
2024
Q2 | $12.2M | Sell |
260,229
-137,431
| -35% | -$6.46M | 0.47% | 53 |
|
|
2024
Q1 | $18.7M | Sell |
397,660
-103,102
| -21% | -$4.85M | 0.71% | 28 |
|
|
2023
Q4 | $23.5M | Sell |
500,762
-104,135
| -17% | -$4.9M | 0.99% | 14 |
|
|
2023
Q3 | $28.1M | Buy |
604,897
+24,344
| +4% | +$1.13M | 1.31% | 7 |
|
|
2023
Q2 | $26.9M | Buy |
580,553
+31,102
| +6% | +$1.44M | 1.23% | 7 |
|
|
2023
Q1 | $25.6M | Buy |
+549,451
| New | +$25.6M | 1.26% | 6 |
|