Market Street Wealth Management Advisors’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 | $55.5M | Buy |
1,156,115
+7,778
| +0.7% | +$373K | 9.06% | 2 |
|
|
2025
Q1 | $54.6M | Buy |
1,148,337
+7,498
| +0.7% | +$356K | 9.27% | 2 |
|
|
2024
Q4 | $53.5M | Buy |
1,140,839
+34,592
| +3% | +$1.62M | 8.98% | 1 |
|
|
2024
Q3 | $52.8M | Buy |
1,106,247
+26,579
| +2% | +$1.27M | 8.68% | 2 |
|
|
2024
Q2 | $50.7M | Buy |
1,079,668
+62,618
| +6% | +$2.94M | 8.7% | 2 |
|
|
2024
Q1 | $47.8M | Buy |
1,017,050
+96,397
| +10% | +$4.53M | 8.4% | 2 |
|
|
2023
Q4 | $43.3M | Buy |
920,653
+890,126
| +2,916% | +$41.8M | 9.06% | 1 |
|
|
2023
Q3 | $1.42M | Sell |
30,527
-26,013
| -46% | -$1.21M | 0.36% | 44 |
|
|
2023
Q2 | $2.62M | Sell |
56,540
-6,090
| -10% | -$282K | 0.67% | 29 |
|
|
2023
Q1 | $2.92M | Sell |
62,630
-3,828
| -6% | -$179K | 0.77% | 27 |
|
|
2022
Q4 | $3.06M | Buy |
66,458
+61,066
| +1,133% | +$2.81M | 0.89% | 26 |
|
|
2022
Q3 | $248K | Buy |
+5,392
| New | +$248K | 0.08% | 84 |
|