I
INVST’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 | $1.85M | Buy |
38,872
+15,279
| +65% | +$726K | 0.25% | 77 |
|
|
2024
Q4 | $1.11M | Buy |
23,593
+3,833
| +19% | +$180K | 0.13% | 105 |
|
|
2024
Q3 | $943K | Buy |
19,760
+4,446
| +29% | +$212K | 0.11% | 110 |
|
|
2024
Q2 | $720K | Buy |
+15,314
| New | +$720K | 0.08% | 137 |
|