Meredith Wealth Planning’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
Q3 | $4.75M | Buy |
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|
2025
Q2 | $3.07M | Buy |
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|
2025
Q1 | $2.89M | Buy |
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|
2024
Q4 | $2.62M | Buy |
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|
2024
Q3 | $2.3M | Sell |
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|
2024
Q2 | $2.58M | Buy |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.56M | Buy |
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|
2023
Q3 | $1.09M | Buy |
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|
2023
Q2 | $857K | Buy |
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|
2023
Q1 | $719K | Buy |
|