Great Waters Wealth Management’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 | $68M | Buy |
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|
2025
Q2 | $59.6M | Buy |
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|
2025
Q1 | $56.5M | Sell |
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|
2024
Q4 | $57.4M | Buy |
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|
2024
Q3 | $52.1M | Buy |
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|
2024
Q2 | $45M | Buy |
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|
2024
Q1 | $37.6M | Buy |
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|
2023
Q4 | $30.2M | Buy |
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|
2023
Q3 | $28.8M | Buy |
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|
2023
Q2 | $24.4M | Buy |
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|
2023
Q1 | $20.4M | Buy |
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|
2022
Q4 | $15.2M | Buy |
|