GPWA
Great Point 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-109,687
| Closed | -$5.16M | – | 56 |
|
|
2023
Q4 | $5.16M | Buy |
109,687
+14,918
| +16% | +$701K | 1.34% | 22 |
|
|
2023
Q3 | $4.4M | Buy |
94,769
+4,640
| +5% | +$215K | 1.32% | 23 |
|
|
2023
Q2 | $4.18M | Buy |
90,129
+20,475
| +29% | +$949K | 1.26% | 25 |
|
|
2023
Q1 | $3.25M | Buy |
69,654
+5,077
| +8% | +$237K | 1.03% | 28 |
|
|
2022
Q4 | $2.98M | Sell |
64,577
-20,638
| -24% | -$951K | 1% | 27 |
|
|
2022
Q3 | $3.92M | Sell |
85,215
-37,636
| -31% | -$1.73M | 1.46% | 23 |
|
|
2022
Q2 | $5.76M | Buy |
+122,851
| New | +$5.76M | 2.04% | 19 |
|