LJI 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
2023
Q3
Sell
-66,928
Closed -$281K 172
2023
Q2
$281K Buy
66,928
+59,885
+850% +$252K 0.08% 123
2023
Q1
$329K Sell
7,043
-109
-2% -$5.09K 0.1% 103
2022
Q4
$330K Buy
+7,152
New +$330K 0.12% 90