Grunden Financial Advisory’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $23.9M | Sell |
498,093
-635
| -0.1% | -$30.5K | 10.56% | 4 |
|
|
2025
Q1 | $23.7M | Buy |
498,728
+13,287
| +3% | +$631K | 11.51% | 4 |
|
|
2024
Q4 | $22.8M | Buy |
485,441
+28,073
| +6% | +$1.32M | 10.99% | 4 |
|
|
2024
Q3 | $21.8M | Buy |
457,368
+7,983
| +2% | +$381K | 10.72% | 4 |
|
|
2024
Q2 | $21.1M | Buy |
449,385
+9,414
| +2% | +$442K | 11.03% | 4 |
|
|
2024
Q1 | $20.7M | Buy |
439,971
+8,751
| +2% | +$412K | 11.01% | 4 |
|
|
2023
Q4 | $20.3M | Buy |
+431,220
| New | +$20.3M | 11.39% | 4 |
|