Elevate Wealth Advisory’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Sell |
14,867
-456
| -3% | -$21.9K | 0.51% | 36 |
|
|
2025
Q1 | $728K | Sell |
15,323
-3,370
| -18% | -$160K | 0.52% | 37 |
|
|
2024
Q4 | $876K | Hold |
18,693
| – | – | 0.66% | 30 |
|
|
2024
Q3 | $892K | Sell |
18,693
-1,951
| -9% | -$93.1K | 0.66% | 30 |
|
|
2024
Q2 | $970K | Buy |
20,644
+1,158
| +6% | +$54.4K | 0.79% | 29 |
|
|
2024
Q1 | $917K | Sell |
19,486
-1,399
| -7% | -$65.8K | 0.8% | 29 |
|
|
2023
Q4 | $982K | Buy |
+20,885
| New | +$982K | 0.9% | 29 |
|