GWA
Geometric Wealth Advisors’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 | $954K | Buy |
19,875
+8,564
| +76% | +$411K | 0.14% | 27 |
|
|
2025
Q1 | $537K | Sell |
11,311
-1,758
| -13% | -$83.5K | 0.09% | 40 |
|
|
2024
Q4 | $613K | Buy |
13,069
+2,093
| +19% | +$98.1K | 0.11% | 36 |
|
|
2024
Q3 | $524K | Sell |
10,976
-1,542
| -12% | -$73.6K | 0.1% | 36 |
|
|
2024
Q2 | $588K | Buy |
12,518
+1,645
| +15% | +$77.3K | 0.12% | 32 |
|
|
2024
Q1 | $511K | Buy |
10,873
+2,241
| +26% | +$105K | 0.12% | 22 |
|
|
2023
Q4 | $406K | Buy |
+8,632
| New | +$406K | 0.11% | 25 |
|
|
2023
Q3 | – | Sell |
-4,913
| Closed | -$228K | – | 37 |
|
|
2023
Q2 | $228K | Buy |
4,913
+40
| +0.8% | +$1.86K | 0.07% | 35 |
|
|
2023
Q1 | $227K | Sell |
4,873
-1,837
| -27% | -$85.7K | 0.08% | 34 |
|
|
2022
Q4 | $309K | Buy |
6,710
+199
| +3% | +$9.17K | 0.13% | 23 |
|
|
2022
Q3 | $300K | Buy |
6,511
+1,440
| +28% | +$66.3K | 0.14% | 19 |
|
|
2022
Q2 | $238K | Buy |
+5,071
| New | +$238K | 0.12% | 29 |
|