LWM
Lakeridge 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 | $5.23M | Sell |
108,856
-680
| -0.6% | -$32.6K | 2.4% | 12 |
|
|
2025
Q1 | $5.21M | Buy |
109,536
+3,594
| +3% | +$171K | 2.6% | 9 |
|
|
2024
Q4 | $4.97M | Buy |
105,942
+37,321
| +54% | +$1.75M | 2.57% | 11 |
|
|
2024
Q3 | $3.28M | Sell |
68,621
-2,220
| -3% | -$106K | 1.8% | 13 |
|
|
2024
Q2 | $3.33M | Sell |
70,841
-747
| -1% | -$35.1K | 2% | 13 |
|
|
2024
Q1 | $3.37M | Buy |
71,588
+4,654
| +7% | +$219K | 2.18% | 13 |
|
|
2023
Q4 | $3.15M | Buy |
+66,934
| New | +$3.15M | 2.28% | 11 |
|