HWM
HFG Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $707K | Buy |
14,880
+205
| +1% | +$9.74K | 0.43% | 34 |
|
|
2025
Q1 | $688K | Buy |
14,675
+1,168
| +9% | +$54.8K | 0.42% | 35 |
|
|
2024
Q4 | $645K | Buy |
13,507
+502
| +4% | +$24K | 0.42% | 29 |
|
|
2024
Q3 | $611K | Hold |
13,005
| – | – | 0.39% | 30 |
|
|
2024
Q2 | $611K | Buy |
13,005
+1,620
| +14% | +$76.1K | 0.39% | 30 |
|
|
2024
Q1 | $536K | Sell |
11,385
-18,071
| -61% | -$850K | 0.32% | 27 |
|
|
2023
Q4 | $1.38M | Buy |
+29,456
| New | +$1.38M | 0.34% | 37 |
|
|
2023
Q1 | $478K | Buy |
+10,238
| New | +$478K | 0.1% | 60 |
|