DPW
DiNuzzo Private Wealth’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 | $91.1M | Sell |
1,898,104
-53,363
| -3% | -$2.56M | 10.82% | 2 |
|
|
2025
Q1 | $92.7M | Buy |
1,951,467
+1,707
| +0.1% | +$81.1K | 11.67% | 1 |
|
|
2024
Q4 | $91.4M | Sell |
1,949,760
-48,969
| -2% | -$2.3M | 11.57% | 1 |
|
|
2024
Q3 | $95.4M | Sell |
1,998,729
-1,681
| -0.1% | -$80.3K | 11.77% | 1 |
|
|
2024
Q2 | $94M | Buy |
2,000,410
+54,048
| +3% | +$2.54M | 12.69% | 1 |
|
|
2024
Q1 | $91.6M | Sell |
1,946,362
-50,230
| -3% | -$2.36M | 12.35% | 1 |
|
|
2023
Q4 | $93.9M | Buy |
+1,996,592
| New | +$93.9M | 13.32% | 1 |
|