IFP Advisors’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
Q2 | $2.06M | Sell |
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|
2025
Q1 | $12.7M | Sell |
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|
2024
Q4 | $14M | Buy |
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|
2024
Q3 | $7.68M | Buy |
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|
2024
Q2 | $4.62M | Buy |
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|
2024
Q1 | $4.14M | Buy |
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|
2023
Q4 | $3.78M | Buy |
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|
2023
Q3 | $1.46M | Buy |
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|
2023
Q2 | $244K | Buy |
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|
2023
Q1 | $261K | Sell |
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|
2022
Q4 | $341K | Buy |
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|
2022
Q3 | $161K | Buy |
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|
2022
Q2 | $25K | Hold |
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|
2022
Q1 | $25K | Buy |
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