FinDec Wealth Services’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 | $380K | Sell |
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|
2025
Q1 | $728K | Sell |
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|
2024
Q4 | $8.11M | Sell |
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|
2024
Q3 | $8.87M | Buy |
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|
2024
Q2 | $8.14M | Buy |
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|
2024
Q1 | $5.7M | Sell |
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|
2023
Q4 | $5.85M | Buy |
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|
2023
Q3 | $5.63M | Buy |
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|
2023
Q2 | $5.6M | Buy |
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|
2023
Q1 | $5.21M | Buy |
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|
2022
Q4 | $4.56M | Buy |
|