MilWealth Group’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 | $27.9K | Hold |
581
| – | – | 0.01% | 47 |
|
|
2025
Q1 | $27.6K | Sell |
581
-3,696
| -86% | -$176K | 0.01% | 48 |
|
|
2024
Q4 | $201K | Buy |
4,277
+3,696
| +636% | +$173K | 0.05% | 29 |
|
|
2024
Q3 | $27.7K | Hold |
581
| – | – | 0.01% | 50 |
|
|
2024
Q2 | $27.3K | Buy |
581
+7
| +1% | +$329 | 0.01% | 46 |
|
|
2024
Q1 | $27K | Buy |
574
+3
| +0.5% | +$141 | 0.01% | 48 |
|
|
2023
Q4 | $26.8K | Sell |
571
-216
| -27% | -$10.1K | 0.01% | 50 |
|
|
2023
Q3 | $36.5K | Buy |
+787
| New | +$36.5K | 0.01% | 42 |
|
|
2022
Q3 | – | Sell |
-2,191
| Closed | -$103K | – | 64 |
|
|
2022
Q2 | $103K | Sell |
2,191
-14,765
| -87% | -$692K | 0.04% | 32 |
|
|
2022
Q1 | $812K | Buy |
16,956
+2,181
| +15% | +$104K | 0.31% | 19 |
|
|
2021
Q4 | $739K | Buy |
+14,775
| New | +$739K | 0.27% | 17 |
|