KSWWM
Keyes Stange & Wooten 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.1M | Sell |
502,666
-5,524
| -1% | -$265K | 12.53% | 2 |
|
|
2025
Q1 | $24.1M | Buy |
508,190
+38,426
| +8% | +$1.83M | 13.73% | 1 |
|
|
2024
Q4 | $22M | Buy |
469,764
+46,964
| +11% | +$2.2M | 12.98% | 1 |
|
|
2024
Q3 | $20.2M | Buy |
422,800
+143,598
| +51% | +$6.86M | 11.98% | 2 |
|
|
2024
Q2 | $13.1M | Buy |
279,202
+84,102
| +43% | +$3.95M | 9.13% | 4 |
|
|
2024
Q1 | $9.18M | Buy |
195,100
+182,792
| +1,485% | +$8.6M | 8.08% | 3 |
|
|
2023
Q4 | $579K | Buy |
+12,308
| New | +$579K | 0.61% | 28 |
|