IHT 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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | – | Sell |
-10,648
| Closed | -$494K | – | 974 |
|
|
2023
Q2 | $494K | Sell |
10,648
-393
| -4% | -$18.2K | 0.03% | 541 |
|
|
2023
Q1 | $515K | Sell |
11,041
-614
| -5% | -$28.6K | 0.03% | 488 |
|
|
2022
Q4 | $537K | Buy |
11,655
+4,085
| +54% | +$188K | 0.03% | 473 |
|
|
2022
Q3 | $348K | Buy |
+7,570
| New | +$348K | 0.03% | 567 |
|