MilWealth Group’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 | $28K | Hold |
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|
2025
Q2 | $27.9K | Hold |
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|
2025
Q1 | $27.6K | Sell |
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|
2024
Q4 | $201K | Buy |
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|
2024
Q3 | $27.7K | Hold |
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|
2024
Q2 | $27.3K | Buy |
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|
2024
Q1 | $27K | Buy |
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|
2023
Q4 | $26.8K | Sell |
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|
2023
Q3 | $36.5K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $103K | Sell |
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|
2022
Q1 | $812K | Buy |
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|
2021
Q4 | $739K | Buy |
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