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LVZ Inc’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
Q2 | – | Sell |
-23,451
| Closed | -$1.09M | – | 150 |
|
|
2023
Q1 | $1.09M | Buy |
23,451
+1,975
| +9% | +$92.2K | 0.16% | 49 |
|
|
2022
Q4 | $990K | Buy |
21,476
+1,435
| +7% | +$66.1K | 0.15% | 46 |
|
|
2022
Q3 | $922K | Buy |
20,041
+3,244
| +19% | +$149K | 0.16% | 38 |
|
|
2022
Q2 | $787K | Buy |
+16,797
| New | +$787K | 0.13% | 39 |
|