GCA
Gradient Capital 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 | $9.8M | Sell |
204,171
-3,426
| -2% | -$164K | 2.9% | 6 |
|
|
2025
Q1 | $9.87M | Buy |
207,597
+20,131
| +11% | +$957K | 3.22% | 5 |
|
|
2024
Q4 | $8.79M | Buy |
187,466
+30,718
| +20% | +$1.44M | 2.83% | 7 |
|
|
2024
Q3 | $7.48M | Buy |
156,748
+37,533
| +31% | +$1.79M | 2.48% | 8 |
|
|
2024
Q2 | $5.6M | Buy |
119,215
+27,512
| +30% | +$1.29M | 2% | 12 |
|
|
2024
Q1 | $4.31M | Buy |
91,703
+15,849
| +21% | +$746K | 1.58% | 19 |
|
|
2023
Q4 | $3.57M | Sell |
75,854
-1,960
| -3% | -$92.1K | 1.36% | 21 |
|
|
2023
Q3 | $3.61M | Buy |
77,814
+3,467
| +5% | +$161K | 1.51% | 19 |
|
|
2023
Q2 | $3.45M | Buy |
74,347
+5,165
| +7% | +$239K | 1.38% | 20 |
|
|
2023
Q1 | $3.23M | Buy |
69,182
+3,725
| +6% | +$174K | 1.37% | 21 |
|
|
2022
Q4 | $3.02M | Buy |
65,457
+15,824
| +32% | +$729K | 1.37% | 20 |
|
|
2022
Q3 | $2.28M | Sell |
49,633
-2,577
| -5% | -$119K | 1.09% | 25 |
|
|
2022
Q2 | $2.45M | Buy |
52,210
+15,480
| +42% | +$726K | 1.17% | 24 |
|
|
2022
Q1 | $1.76M | Buy |
36,730
+18,375
| +100% | +$880K | 0.75% | 32 |
|
|
2021
Q4 | $918K | Buy |
+18,355
| New | +$918K | 0.38% | 60 |
|