CA
Claris Advisors’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 | $2.7M | Buy |
56,252
+12,256
| +28% | +$588K | 0.94% | 21 |
|
|
2025
Q1 | $2.09M | Buy |
43,996
+3,363
| +8% | +$160K | 0.78% | 21 |
|
|
2024
Q4 | $1.9M | Buy |
40,633
+4,361
| +12% | +$204K | 0.72% | 23 |
|
|
2024
Q3 | $1.73M | Buy |
36,272
+8,646
| +31% | +$413K | 0.75% | 22 |
|
|
2024
Q2 | $1.3M | Buy |
27,626
+13,045
| +89% | +$613K | 0.67% | 21 |
|
|
2024
Q1 | $686K | Buy |
14,581
+6,339
| +77% | +$298K | 0.35% | 28 |
|
|
2023
Q4 | $387K | Buy |
+8,242
| New | +$387K | 0.21% | 34 |
|