EverSource Wealth Advisors’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 | $7.45M | Buy |
155,266
+121,812
| +364% | +$5.85M | 0.34% | 72 |
|
|
2025
Q1 | $1.59M | Buy |
33,454
+5,798
| +21% | +$276K | 0.09% | 182 |
|
|
2024
Q4 | $1.3M | Buy |
27,656
+825
| +3% | +$38.7K | 0.07% | 207 |
|
|
2024
Q3 | $1.28M | Buy |
26,831
+2,243
| +9% | +$107K | 0.08% | 185 |
|
|
2024
Q2 | $1.16M | Sell |
24,588
-864
| -3% | -$40.9K | 0.08% | 195 |
|
|
2024
Q1 | $1.19M | Sell |
25,452
-12,981
| -34% | -$607K | 0.09% | 161 |
|
|
2023
Q4 | $1.81M | Buy |
38,433
+2,609
| +7% | +$123K | 0.17% | 115 |
|
|
2023
Q3 | $1.66M | Buy |
35,824
+6,479
| +22% | +$300K | 0.18% | 119 |
|
|
2023
Q2 | $1.36M | Buy |
29,345
+13,774
| +88% | +$638K | 0.15% | 130 |
|
|
2023
Q1 | $727K | Buy |
15,571
+1,715
| +12% | +$80K | 0.09% | 171 |
|
|
2022
Q4 | $639K | Buy |
13,856
+787
| +6% | +$36.3K | 0.1% | 167 |
|
|
2022
Q3 | $601K | Buy |
13,069
+5,655
| +76% | +$260K | 0.14% | 146 |
|
|
2022
Q2 | $347K | Buy |
+7,414
| New | +$347K | 0.09% | 195 |
|