DI
Disciplined Investments’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 | $7.29M | Buy |
151,836
+41,508
| +38% | +$1.99M | 3.08% | 9 |
|
|
2025
Q1 | $5.24M | Buy |
110,328
+5,125
| +5% | +$244K | 2.41% | 12 |
|
|
2024
Q4 | $4.93M | Buy |
105,203
+12,591
| +14% | +$590K | 2.43% | 12 |
|
|
2024
Q3 | $4.42M | Buy |
92,612
+42,251
| +84% | +$2.02M | 2.18% | 15 |
|
|
2024
Q2 | $2.37M | Buy |
50,361
+13,533
| +37% | +$636K | 1.26% | 29 |
|
|
2024
Q1 | $1.73M | Buy |
36,828
+7,668
| +26% | +$361K | 0.95% | 33 |
|
|
2023
Q4 | $1.37M | Buy |
29,160
+21,513
| +281% | +$1.01M | 0.8% | 38 |
|
|
2023
Q3 | $355K | Buy |
7,647
+5,447
| +248% | +$253K | 0.22% | 86 |
|
|
2023
Q2 | $102K | Hold |
2,200
| – | – | 0.05% | 147 |
|
|
2023
Q1 | $103K | Buy |
2,200
+433
| +25% | +$20.2K | 0.04% | 163 |
|
|
2022
Q4 | $81.4K | Buy |
+1,767
| New | +$81.4K | 0.04% | 165 |
|