Geometric Wealth Advisors’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
Q2 | $954K | Buy |
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|
2025
Q1 | $537K | Sell |
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|
2024
Q4 | $613K | Buy |
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|
2024
Q3 | $524K | Sell |
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|
2024
Q2 | $588K | Buy |
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|
2024
Q1 | $511K | Buy |
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|
2023
Q4 | $406K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $228K | Buy |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $309K | Buy |
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|
2022
Q3 | $300K | Buy |
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|
2022
Q2 | $238K | Buy |
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