Hemington Wealth Management’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 | $27.3M | Buy |
568,872
+10,931
| +2% | +$525K | 3.95% | 8 |
|
|
2025
Q1 | $26.5M | Buy |
557,941
+317,202
| +132% | +$15.1M | 4.11% | 7 |
|
|
2024
Q4 | $11.3M | Buy |
240,739
+41,190
| +21% | +$1.93M | 2.84% | 8 |
|
|
2024
Q3 | $9.43M | Buy |
199,549
+89,037
| +81% | +$4.21M | 2.54% | 8 |
|
|
2024
Q2 | $5.19M | Buy |
110,512
+52,935
| +92% | +$2.49M | 1.75% | 11 |
|
|
2024
Q1 | $2.71M | Buy |
+57,577
| New | +$2.71M | 0.98% | 20 |
|