IFP Advisors’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 | $2.06M | Sell |
43,005
-223,735
| -84% | -$10.7M | 0.06% | 351 |
|
|
2025
Q1 | $12.7M | Sell |
266,740
-31,742
| -11% | -$1.51M | 0.39% | 45 |
|
|
2024
Q4 | $14M | Buy |
298,482
+137,672
| +86% | +$6.45M | 0.46% | 33 |
|
|
2024
Q3 | $7.68M | Buy |
160,810
+62,556
| +64% | +$2.99M | 0.28% | 75 |
|
|
2024
Q2 | $4.62M | Buy |
98,254
+10,172
| +12% | +$478K | 0.18% | 119 |
|
|
2024
Q1 | $4.14M | Buy |
88,082
+7,591
| +9% | +$357K | 0.18% | 119 |
|
|
2023
Q4 | $3.78M | Buy |
80,491
+48,940
| +155% | +$2.3M | 0.18% | 113 |
|
|
2023
Q3 | $1.46M | Buy |
31,551
+26,296
| +500% | +$1.22M | 0.07% | 304 |
|
|
2023
Q2 | $244K | Buy |
5,255
+49
| +0.9% | +$2.27K | 0.01% | 924 |
|
|
2023
Q1 | $261K | Sell |
5,206
-1,584
| -23% | -$79.3K | 0.01% | 843 |
|
|
2022
Q4 | $341K | Buy |
6,790
+3,564
| +110% | +$179K | 0.01% | 1077 |
|
|
2022
Q3 | $161K | Buy |
3,226
+2,724
| +543% | +$136K | ﹤0.01% | 1546 |
|
|
2022
Q2 | $25K | Hold |
502
| – | – | ﹤0.01% | 2665 |
|
|
2022
Q1 | $25K | Buy |
+502
| New | +$25K | ﹤0.01% | 2665 |
|