Delap Wealth Advisory’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 | $4.44M | Buy |
92,577
+17,326
| +23% | +$832K | 2.13% | 14 |
|
|
2025
Q1 | $3.58M | Buy |
75,251
+8,477
| +13% | +$403K | 1.99% | 12 |
|
|
2024
Q4 | $3.13M | Buy |
66,774
+19,854
| +42% | +$931K | 1.87% | 14 |
|
|
2024
Q3 | $2.24M | Sell |
46,920
-12,872
| -22% | -$615K | 1.42% | 20 |
|
|
2024
Q2 | $2.81M | Buy |
59,792
+33,528
| +128% | +$1.58M | 1.29% | 19 |
|
|
2024
Q1 | $1.24M | Buy |
26,264
+14,403
| +121% | +$678K | 0.5% | 36 |
|
|
2023
Q4 | $558K | Buy |
+11,861
| New | +$558K | 0.25% | 45 |
|