LPL Financial’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
314,963
+58,461
| +23% | +$2.81M | 0.01% | 1430 |
|
|
2025
Q1 | $12.2M | Buy |
256,502
+23,215
| +10% | +$1.1M | ﹤0.01% | 1469 |
|
|
2024
Q4 | $10.9M | Buy |
233,287
+14,788
| +7% | +$693K | ﹤0.01% | 1469 |
|
|
2024
Q3 | $10.4M | Buy |
218,499
+18,501
| +9% | +$883K | ﹤0.01% | 1433 |
|
|
2024
Q2 | $9.4M | Buy |
199,998
+12,222
| +7% | +$574K | ﹤0.01% | 1413 |
|
|
2024
Q1 | $8.83M | Buy |
187,776
+4,843
| +3% | +$228K | ﹤0.01% | 1416 |
|
|
2023
Q4 | $8.6M | Buy |
182,933
+5,735
| +3% | +$270K | 0.01% | 1344 |
|
|
2023
Q3 | $8.22M | Sell |
177,198
-1,681
| -0.9% | -$78K | 0.01% | 1280 |
|
|
2023
Q2 | $8.29M | Buy |
178,879
+32,931
| +23% | +$1.53M | 0.01% | 1236 |
|
|
2023
Q1 | $6.81M | Buy |
145,948
+125,644
| +619% | +$5.86M | 0.01% | 1320 |
|
|
2022
Q4 | $936K | Buy |
20,304
+7,049
| +53% | +$325K | ﹤0.01% | 2698 |
|
|
2022
Q3 | $610K | Buy |
13,255
+5,223
| +65% | +$240K | ﹤0.01% | 2952 |
|
|
2022
Q2 | $377K | Buy |
+8,032
| New | +$377K | ﹤0.01% | 3421 |
|