Francis Financial’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
Q1 | – | Sell |
-7,801
| Closed | -$366K | – | 91 |
|
|
2024
Q4 | $366K | Buy |
+7,801
| New | +$366K | 0.09% | 65 |
|
|
2023
Q2 | – | Sell |
-23,094
| Closed | -$1.08M | – | 45 |
|
|
2023
Q1 | $1.08M | Buy |
23,094
+4,096
| +22% | +$191K | 0.73% | 16 |
|
|
2022
Q4 | $876K | Buy |
18,998
+13,929
| +275% | +$642K | 0.81% | 12 |
|
|
2022
Q3 | $233K | Buy |
5,069
+732
| +17% | +$33.6K | 0.24% | 31 |
|
|
2022
Q2 | $204K | Buy |
+4,337
| New | +$204K | 0.18% | 38 |
|