Financial Symmetry’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 | $668K | Buy |
13,922
+411
| +3% | +$19.7K | 0.35% | 23 |
|
2025
Q1 | $642K | Buy |
13,511
+1,319
| +11% | +$62.7K | 0.39% | 21 |
|
2024
Q4 | $572K | Buy |
12,192
+4,777
| +64% | +$224K | 0.39% | 25 |
|
2024
Q3 | $354K | Buy |
7,415
+71
| +1% | +$3.39K | 0.25% | 31 |
|
2024
Q2 | $345K | Buy |
7,344
+921
| +14% | +$43.3K | 0.27% | 29 |
|
2024
Q1 | $302K | Buy |
+6,423
| New | +$302K | 0.26% | 30 |
|