FWS
FinDec Wealth Services’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 | $380K | Sell |
7,925
-7,400
| -48% | -$355K | 0.4% | 22 |
|
|
2025
Q1 | $728K | Sell |
15,325
-157,695
| -91% | -$7.49M | 0.72% | 20 |
|
|
2024
Q4 | $8.11M | Sell |
173,020
-12,794
| -7% | -$600K | 5.63% | 6 |
|
|
2024
Q3 | $8.87M | Buy |
185,814
+12,587
| +7% | +$601K | 5.15% | 6 |
|
|
2024
Q2 | $8.14M | Buy |
173,227
+52,051
| +43% | +$2.45M | 5.14% | 6 |
|
|
2024
Q1 | $5.7M | Sell |
121,176
-3,362
| -3% | -$158K | 3.58% | 13 |
|
|
2023
Q4 | $5.85M | Buy |
124,538
+3,135
| +3% | +$147K | 3.91% | 11 |
|
|
2023
Q3 | $5.63M | Buy |
121,403
+609
| +0.5% | +$28.2K | 4.07% | 8 |
|
|
2023
Q2 | $5.6M | Buy |
120,794
+9,196
| +8% | +$426K | 3.92% | 9 |
|
|
2023
Q1 | $5.21M | Buy |
111,598
+12,713
| +13% | +$593K | 3.94% | 9 |
|
|
2022
Q4 | $4.56M | Buy |
+98,885
| New | +$4.56M | 3.77% | 10 |
|