FWP
Firethorn Wealth Partners’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 | $1.48M | Buy |
30,909
+3,042
| +11% | +$146K | 0.64% | 33 |
|
|
2025
Q1 | $1.32M | Buy |
27,867
+3,375
| +14% | +$160K | 0.63% | 33 |
|
|
2024
Q4 | $1.15M | Buy |
24,492
+2,912
| +13% | +$137K | 0.57% | 36 |
|
|
2024
Q3 | $1.03M | Buy |
21,580
+6,039
| +39% | +$288K | 0.52% | 39 |
|
|
2024
Q2 | $730K | Buy |
15,541
+1,683
| +12% | +$79.1K | 0.41% | 52 |
|
|
2024
Q1 | $652K | Sell |
13,858
-2,186
| -14% | -$103K | 0.38% | 57 |
|
|
2023
Q4 | $754K | Sell |
16,044
-1,537
| -9% | -$72.3K | 0.49% | 43 |
|
|
2023
Q3 | $815K | Buy |
17,581
+1,673
| +11% | +$77.6K | 0.63% | 34 |
|
|
2023
Q2 | $737K | Buy |
15,908
+888
| +6% | +$41.2K | 0.55% | 36 |
|
|
2023
Q1 | $700K | Buy |
15,020
+2,751
| +22% | +$128K | 0.55% | 36 |
|
|
2022
Q4 | $565K | Buy |
12,269
+869
| +8% | +$40.1K | 0.48% | 49 |
|
|
2022
Q3 | $524K | Buy |
11,400
+1,438
| +14% | +$66.1K | 0.49% | 48 |
|
|
2022
Q2 | $473K | Buy |
+9,962
| New | +$473K | 0.38% | 63 |
|