Mattern Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.6M | Sell |
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|
2025
Q1 | $27.5M | Buy |
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|
2024
Q4 | $26.1M | Buy |
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|
2024
Q3 | $26.2M | Buy |
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|
2024
Q2 | $24.2M | Buy |
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|
2024
Q1 | $24.1M | Buy |
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|
2023
Q4 | $22.8M | Sell |
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|
2023
Q3 | $27.2M | Buy |
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|
2023
Q2 | $23.6M | Buy |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $837K | Buy |
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|
2022
Q3 | $388K | Buy |
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