Copperleaf Capital’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 | $1.51M | Buy |
31,516
+12,896
| +69% | +$619K | 0.77% | 36 |
|
|
2025
Q1 | $885K | Sell |
18,620
-1,276
| -6% | -$60.6K | 0.53% | 57 |
|
|
2024
Q4 | $933K | Buy |
19,896
+4,790
| +32% | +$225K | 0.59% | 50 |
|
|
2024
Q3 | $721K | Buy |
15,106
+4,495
| +42% | +$215K | 0.55% | 55 |
|
|
2024
Q2 | $499K | Buy |
10,611
+1,163
| +12% | +$54.7K | 0.4% | 67 |
|
|
2024
Q1 | $444K | Sell |
9,448
-6,583
| -41% | -$310K | 0.38% | 68 |
|
|
2023
Q4 | $754K | Sell |
16,031
-2,549
| -14% | -$120K | 0.77% | 42 |
|
|
2023
Q3 | $862K | Buy |
18,580
+3,775
| +25% | +$175K | 0.93% | 34 |
|
|
2023
Q2 | $686K | Buy |
+14,805
| New | +$686K | 0.64% | 38 |
|