DWM
Dopkins 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 | $2.14M | Buy |
44,625
+4,187
| +10% | +$201K | 0.96% | 25 |
|
|
2025
Q1 | $1.92M | Buy |
40,438
+5,441
| +16% | +$259K | 0.98% | 26 |
|
|
2024
Q4 | $1.64M | Buy |
+34,997
| New | +$1.64M | 0.84% | 26 |
|
|
2024
Q3 | – | Sell |
-28,484
| Closed | -$1.34M | – | 75 |
|
|
2024
Q2 | $1.34M | Buy |
28,484
+16,768
| +143% | +$788K | 0.81% | 19 |
|
|
2024
Q1 | $551K | Buy |
+11,716
| New | +$551K | 0.33% | 42 |
|