Gradient Capital 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 | $9.8M | Sell |
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|
2025
Q1 | $9.87M | Buy |
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|
2024
Q4 | $8.79M | Buy |
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|
2024
Q3 | $7.48M | Buy |
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|
2024
Q2 | $5.6M | Buy |
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|
2024
Q1 | $4.31M | Buy |
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|
2023
Q4 | $3.57M | Sell |
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|
2023
Q3 | $3.61M | Buy |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $3.23M | Buy |
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|
2022
Q4 | $3.02M | Buy |
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|
2022
Q3 | $2.28M | Sell |
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|
2022
Q2 | $2.45M | Buy |
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|
2022
Q1 | $1.76M | Buy |
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|
2021
Q4 | $918K | Buy |
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