Cambridge Investment Research Advisors’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
$4.36M Buy
90,786
+10,151
+13% +$487K 0.01% 935
2025
Q1
$3.83M Buy
80,635
+9,071
+13% +$431K 0.01% 942
2024
Q4
$3.36M Buy
71,564
+7,272
+11% +$341K 0.01% 1025
2024
Q3
$3.07M Buy
64,292
+7,700
+14% +$368K 0.01% 1070
2024
Q2
$2.66M Buy
56,592
+13,537
+31% +$636K 0.01% 1100
2024
Q1
$2.03M Buy
43,055
+5,481
+15% +$258K 0.01% 1254
2023
Q4
$1.77M Sell
37,574
-14,168
-27% -$666K 0.01% 1284
2023
Q3
$2.4M Buy
51,742
+1,020
+2% +$47.3K 0.01% 1020
2023
Q2
$2.35M Buy
50,722
+6,178
+14% +$286K 0.01% 1074
2023
Q1
$2.08M Buy
44,544
+23,381
+110% +$1.09M 0.01% 1102
2022
Q4
$975K Sell
21,163
-718
-3% -$33.1K 0.01% 1529
2022
Q3
$1.01M Buy
21,881
+16,734
+325% +$770K 0.01% 1473
2022
Q2
$241K Buy
+5,147
New +$241K ﹤0.01% 2564