FMB Wealth Management’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
Q3 | $5.49M | Buy |
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|
2025
Q2 | $4.95M | Buy |
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|
2025
Q1 | $4.66M | Buy |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $2.31M | Sell |
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|
2024
Q2 | $2.33M | Buy |
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|
2024
Q1 | $1.96M | Buy |
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|
2023
Q4 | $1.08M | Buy |
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|
2023
Q3 | $948K | Buy |
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|
2023
Q2 | $829K | Buy |
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|
2023
Q1 | $834K | Buy |
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|
2022
Q4 | $635K | Buy |
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