DWM
Diversify Wealth Management’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 | $3.97M | Sell |
82,363
-1,848
| -2% | -$89K | 0.25% | 123 |
|
|
2025
Q1 | $4.02M | Sell |
84,211
-4,799
| -5% | -$229K | 0.3% | 97 |
|
|
2024
Q4 | $4.16M | Sell |
89,010
-2,314
| -3% | -$108K | 0.32% | 79 |
|
|
2024
Q3 | $4.32M | Sell |
91,324
-10,782
| -11% | -$510K | 0.42% | 59 |
|
|
2024
Q2 | $4.84M | Buy |
+102,106
| New | +$4.84M | 0.6% | 32 |
|