Meredith Wealth Planning’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 | $3.07M | Buy |
63,855
+3,143
| +5% | +$151K | 1.11% | 13 |
|
|
2025
Q1 | $2.89M | Buy |
60,712
+4,927
| +9% | +$234K | 1.27% | 13 |
|
|
2024
Q4 | $2.62M | Buy |
55,785
+7,523
| +16% | +$353K | 1.17% | 14 |
|
|
2024
Q3 | $2.3M | Sell |
48,262
-6,642
| -12% | -$317K | 1.1% | 13 |
|
|
2024
Q2 | $2.58M | Buy |
54,904
+13,787
| +34% | +$648K | 1.35% | 11 |
|
|
2024
Q1 | $1.93M | Buy |
41,117
+8,020
| +24% | +$377K | 1.08% | 12 |
|
|
2023
Q4 | $1.56M | Buy |
33,097
+9,701
| +41% | +$456K | 0.97% | 15 |
|
|
2023
Q3 | $1.09M | Buy |
23,396
+4,905
| +27% | +$227K | 0.81% | 16 |
|
|
2023
Q2 | $857K | Buy |
18,491
+3,081
| +20% | +$143K | 0.7% | 16 |
|
|
2023
Q1 | $719K | Buy |
+15,410
| New | +$719K | 0.58% | 19 |
|