Dynamic Advisor Solutions’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 | $11.9M | Buy |
248,180
+8,984
| +4% | +$431K | 0.37% | 63 |
|
|
2025
Q1 | $11.4M | Buy |
239,196
+3,192
| +1% | +$152K | 0.37% | 67 |
|
|
2024
Q4 | $11.1M | Buy |
236,004
+5,081
| +2% | +$238K | 0.48% | 47 |
|
|
2024
Q3 | $11M | Buy |
230,923
+11,692
| +5% | +$558K | 0.33% | 68 |
|
|
2024
Q2 | $10.3M | Buy |
219,231
+30,788
| +16% | +$1.45M | 0.32% | 71 |
|
|
2024
Q1 | $8.86M | Buy |
188,443
+11,684
| +7% | +$550K | 0.3% | 84 |
|
|
2023
Q4 | $8.27M | Buy |
176,759
+32,908
| +23% | +$1.54M | 0.31% | 86 |
|
|
2023
Q3 | $6.67M | Buy |
143,851
+70,974
| +97% | +$3.29M | 0.32% | 84 |
|
|
2023
Q2 | $3.38M | Buy |
72,877
+20,318
| +39% | +$942K | 0.18% | 157 |
|
|
2023
Q1 | $2.45M | Buy |
52,559
+35,976
| +217% | +$1.68M | 0.14% | 183 |
|
|
2022
Q4 | $764K | Buy |
+16,583
| New | +$764K | 0.05% | 332 |
|