Intrepid Financial Planning Group’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
Q1 | – | Sell |
-6,605
| Closed | -$310K | – | 121 |
|
|
2024
Q4 | $310K | Hold |
6,605
| – | – | 0.13% | 93 |
|
|
2024
Q3 | $315K | Sell |
6,605
-110
| -2% | -$5.25K | 0.14% | 93 |
|
|
2024
Q2 | $316K | Hold |
6,715
| – | – | 0.14% | 95 |
|
|
2024
Q1 | $316K | Hold |
6,715
| – | – | 0.14% | 97 |
|
|
2023
Q4 | $316K | Sell |
6,715
-20
| -0.3% | -$940 | 0.15% | 88 |
|
|
2023
Q3 | $312K | Hold |
6,735
| – | – | 0.16% | 81 |
|
|
2023
Q2 | $312K | Sell |
6,735
-20
| -0.3% | -$927 | 0.15% | 86 |
|
|
2023
Q1 | $315K | Hold |
6,755
| – | – | 0.16% | 83 |
|
|
2022
Q4 | $311K | Buy |
+6,755
| New | +$311K | 0.17% | 80 |
|