Drive Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-11,325
| Closed | -$533K | – | 325 |
|
|
2024
Q1 | $533K | Hold |
11,325
| – | – | 0.15% | 122 |
|
|
2023
Q4 | $532K | Hold |
11,325
| – | – | 0.17% | 115 |
|
|
2023
Q3 | $525K | Hold |
11,325
| – | – | 0.19% | 105 |
|
|
2023
Q2 | $525K | Hold |
11,325
| – | – | 0.19% | 111 |
|
|
2023
Q1 | $528K | Sell |
11,325
-11,326
| -50% | -$528K | 0.22% | 109 |
|
|
2022
Q4 | $1.04M | Buy |
22,651
+12
| +0.1% | +$553 | 0.52% | 45 |
|
|
2022
Q3 | $1.04M | Sell |
22,639
-332
| -1% | -$15.3K | 0.99% | 23 |
|
|
2022
Q2 | $1.08M | Sell |
22,971
-738
| -3% | -$34.6K | 0.98% | 21 |
|
|
2022
Q1 | $1.14M | Buy |
+23,709
| New | +$1.14M | 0.96% | 22 |
|