KSWA
Kathleen S. Wright Associates’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 | $811K | Hold |
16,898
| – | – | 0.32% | 57 |
|
|
2025
Q1 | $803K | Hold |
16,898
| – | – | 0.33% | 57 |
|
|
2024
Q4 | $792K | Buy |
16,898
+8,030
| +91% | +$376K | 0.33% | 57 |
|
|
2024
Q3 | $423K | Buy |
8,868
+2,200
| +33% | +$105K | 0.17% | 82 |
|
|
2024
Q2 | $313K | Hold |
6,668
| – | – | 0.14% | 91 |
|
|
2024
Q1 | $314K | Hold |
6,668
| – | – | 0.15% | 89 |
|
|
2023
Q4 | $313K | Sell |
6,668
-150
| -2% | -$7.05K | 0.16% | 87 |
|
|
2023
Q3 | $316K | Buy |
6,818
+2,020
| +42% | +$93.7K | 0.18% | 84 |
|
|
2023
Q2 | $222K | Buy |
+4,798
| New | +$222K | 0.14% | 77 |
|