Great Valley Advisor Group’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
Q3 | $3.83M | Sell |
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|
2025
Q2 | $3.82M | Buy |
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|
2025
Q1 | $1.91M | Buy |
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|
2024
Q4 | $1.85M | Buy |
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|
2024
Q3 | $1.53M | Buy |
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|
2024
Q2 | $1.5M | Buy |
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|
2024
Q1 | $396K | Hold |
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|
2023
Q4 | $396K | Buy |
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|
2023
Q3 | $384K | Buy |
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|
2023
Q2 | $254K | Buy |
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|
2023
Q1 | $233K | Hold |
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|
2022
Q4 | $230K | Hold |
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|
2022
Q3 | $230K | Buy |
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|
2022
Q2 | $215K | Buy |
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