Family Wealth Partners’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 | $7.79M | Buy |
162,174
+9,208
| +6% | +$442K | 3.12% | 12 |
|
|
2025
Q1 | $7.27M | Buy |
152,966
+11,562
| +8% | +$549K | 3.32% | 11 |
|
|
2024
Q4 | $6.63M | Buy |
141,404
+24,179
| +21% | +$1.13M | 3.15% | 12 |
|
|
2024
Q3 | $5.6M | Sell |
117,225
-1,151
| -1% | -$54.9K | 2.86% | 14 |
|
|
2024
Q2 | $5.56M | Buy |
118,376
+14,988
| +14% | +$704K | 2.89% | 14 |
|
|
2024
Q1 | $4.86M | Buy |
103,388
+40,767
| +65% | +$1.92M | 2.76% | 14 |
|
|
2023
Q4 | $2.94M | Buy |
+62,621
| New | +$2.94M | 2.27% | 17 |
|