Forthright Family Wealth Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $765K | Sell |
15,926
-32
| -0.2% | -$1.54K | 0.48% | 30 |
|
|
2025
Q1 | $758K | Hold |
15,958
| – | – | 0.5% | 27 |
|
|
2024
Q4 | $748K | Buy |
15,958
+286
| +2% | +$13.4K | 0.49% | 31 |
|
|
2024
Q3 | $744K | Sell |
15,672
-1,738
| -10% | -$82.5K | 0.48% | 31 |
|
|
2024
Q2 | $818K | Hold |
17,410
| – | – | 0.53% | 31 |
|
|
2024
Q1 | $819K | Buy |
17,410
+2,639
| +18% | +$124K | 0.55% | 32 |
|
|
2023
Q4 | $694K | Buy |
+14,771
| New | +$694K | 0.54% | 31 |
|