FWM
FMB Wealth Management’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 | $4.95M | Buy |
103,006
+4,980
| +5% | +$239K | 2.35% | 11 |
|
|
2025
Q1 | $4.66M | Buy |
98,026
+25,468
| +35% | +$1.21M | 2.58% | 10 |
|
|
2024
Q4 | $3.4M | Buy |
72,558
+24,227
| +50% | +$1.14M | 1.92% | 16 |
|
|
2024
Q3 | $2.31M | Sell |
48,331
-1,239
| -2% | -$59.2K | 1.3% | 21 |
|
|
2024
Q2 | $2.33M | Buy |
49,570
+7,947
| +19% | +$374K | 1.77% | 15 |
|
|
2024
Q1 | $1.96M | Buy |
41,623
+18,562
| +80% | +$873K | 1.56% | 18 |
|
|
2023
Q4 | $1.08M | Buy |
23,061
+2,625
| +13% | +$123K | 0.99% | 22 |
|
|
2023
Q3 | $948K | Buy |
20,436
+2,544
| +14% | +$118K | 1.02% | 20 |
|
|
2023
Q2 | $829K | Buy |
17,892
+14
| +0.1% | +$649 | 0.88% | 22 |
|
|
2023
Q1 | $834K | Buy |
17,878
+4,109
| +30% | +$192K | 1% | 22 |
|
|
2022
Q4 | $635K | Buy |
+13,769
| New | +$635K | 0.82% | 24 |
|