Envestnet Portfolio Solutions’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.52M | Buy |
115,006
+34,892
| +44% | +$1.68M | 0.02% | 340 |
|
|
2025
Q1 | $3.81M | Buy |
80,114
+872
| +1% | +$41.4K | 0.01% | 433 |
|
|
2024
Q4 | $3.71M | Sell |
79,242
-1,229
| -2% | -$57.6K | 0.01% | 472 |
|
|
2024
Q3 | $3.84M | Buy |
80,471
+915
| +1% | +$43.7K | 0.01% | 461 |
|
|
2024
Q2 | $3.74M | Buy |
79,556
+32,105
| +68% | +$1.51M | 0.01% | 451 |
|
|
2024
Q1 | $2.23M | Sell |
47,451
-32
| -0.1% | -$1.51K | 0.01% | 602 |
|
|
2023
Q4 | $2.23M | Buy |
47,483
+524
| +1% | +$24.6K | 0.01% | 564 |
|
|
2023
Q3 | $2.18M | Buy |
+46,959
| New | +$2.18M | 0.01% | 523 |
|