CIAS
CFS Investment Advisory Services’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 | $6.72M | Sell |
140,038
-1,489
| -1% | -$71.5K | 0.55% | 47 |
|
|
2025
Q1 | $6.73M | Sell |
141,527
-17,219
| -11% | -$818K | 0.6% | 37 |
|
|
2024
Q4 | $7.44M | Buy |
158,746
+2,482
| +2% | +$116K | 0.67% | 33 |
|
|
2024
Q3 | $7.46M | Sell |
156,264
-1,093
| -0.7% | -$52.2K | 0.63% | 32 |
|
|
2024
Q2 | $7.4M | Buy |
157,357
+3,613
| +2% | +$170K | 0.6% | 38 |
|
|
2024
Q1 | $7.23M | Sell |
153,744
-6,397
| -4% | -$301K | 1.22% | 18 |
|
|
2023
Q4 | $7.53M | Buy |
160,141
+4,921
| +3% | +$231K | 1.36% | 16 |
|
|
2023
Q3 | $7.2M | Buy |
155,220
+4,471
| +3% | +$207K | 1.15% | 21 |
|
|
2023
Q2 | $6.99M | Buy |
150,749
+1,522
| +1% | +$70.5K | 0.89% | 26 |
|
|
2023
Q1 | $6.96M | Buy |
149,227
+2,272
| +2% | +$106K | 1.27% | 21 |
|
|
2022
Q4 | $6.77M | Sell |
146,955
-2,279,796
| -94% | -$105M | 1.54% | 15 |
|
|
2022
Q3 | $2.43M | Buy |
2,426,751
+2,400,990
| +9,320% | +$2.4M | 0.56% | 28 |
|
|
2022
Q2 | $1.21M | Sell |
25,761
-287,104
| -92% | -$13.5M | 0.18% | 112 |
|
|
2022
Q1 | $7K | Buy |
+312,865
| New | +$7K | 0.03% | 183 |
|