GeoWealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $79.9K | Sell |
1,665
-6,345
| -79% | -$305K | ﹤0.01% | 859 |
|
|
2025
Q1 | $381K | Buy |
8,010
+7,167
| +850% | +$341K | 0.02% | 490 |
|
|
2024
Q4 | $39.5K | Buy |
843
+12
| +1% | +$563 | ﹤0.01% | 1226 |
|
|
2024
Q3 | $39.7K | Buy |
831
+787
| +1,789% | +$37.6K | ﹤0.01% | 1139 |
|
|
2024
Q2 | $2.06K | Buy |
44
+43
| +4,300% | +$2.01K | ﹤0.01% | 855 |
|
|
2024
Q1 | $34 | Buy |
+1
| New | +$34 | ﹤0.01% | 847 |
|