Modera Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.58M | Buy |
32,946
+445
| +1% | +$21.4K | 0.02% | 286 |
|
|
2025
Q1 | $1.54M | Buy |
32,501
+3,784
| +13% | +$180K | 0.02% | 273 |
|
|
2024
Q4 | $1.35M | Buy |
28,717
+18,631
| +185% | +$873K | 0.02% | 287 |
|
|
2024
Q3 | $482K | Sell |
10,086
-1,076
| -10% | -$51.4K | 0.01% | 420 |
|
|
2024
Q2 | $525K | Sell |
11,162
-159
| -1% | -$7.47K | 0.01% | 385 |
|
|
2024
Q1 | $533K | Hold |
11,321
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $532K | Hold |
11,321
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $525K | Sell |
11,321
-3,225
| -22% | -$150K | 0.01% | 356 |
|
|
2023
Q2 | $674K | Buy |
+14,546
| New | +$674K | 0.01% | 342 |
|