Envestnet Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$93.1M Buy
2025
Q1
$70.2M Buy
2024
Q4
$65.8M Buy
2024
Q3
$63.2M Buy
2024
Q2
$58.9M Buy
2024
Q1
$49.8M Buy
2023
Q4
$33.8M Buy
2023
Q3
$32M Buy
2023
Q2
$19.4M Sell
2023
Q1
$22.5M Buy
2022
Q4
$20.3M Buy
2022
Q3
$20.2M Sell
2022
Q2
$21M Buy