Elwood & Goetz Wealth Advisory Group’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
Q1 | – | Sell |
-4,317
| Closed | -$203K | – | 89 |
|
|
2023
Q4 | $203K | Sell |
4,317
-216
| -5% | -$10.2K | 0.04% | 81 |
|
|
2023
Q3 | $210K | Buy |
+4,533
| New | +$210K | 0.05% | 74 |
|
|
2023
Q1 | – | Sell |
-5,254
| Closed | -$242K | – | 65 |
|
|
2022
Q4 | $242K | Buy |
5,254
+373
| +8% | +$17.2K | 0.07% | 58 |
|
|
2022
Q3 | $225K | Buy |
+4,881
| New | +$225K | 0.08% | 57 |
|