MWA
Mills Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.27M | Buy |
88,974
+48,551
| +120% | +$2.33M | 1.96% | 13 |
|
|
2025
Q1 | $1.92M | Buy |
+40,423
| New | +$1.92M | 1.02% | 22 |
|
|
2024
Q2 | – | Sell |
-5,560
| Closed | -$262K | – | 55 |
|
|
2024
Q1 | $262K | Sell |
5,560
-481
| -8% | -$22.6K | 0.19% | 45 |
|
|
2023
Q4 | $284K | Sell |
6,041
-48
| -0.8% | -$2.26K | 0.22% | 39 |
|
|
2023
Q3 | $282K | Buy |
6,089
+842
| +16% | +$39.1K | 0.23% | 37 |
|
|
2023
Q2 | $243K | Buy |
+5,247
| New | +$243K | 0.18% | 39 |
|