MFC
Morris Financial Concepts’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 | $1.43M | Sell |
29,800
-630
| -2% | -$30.2K | 0.57% | 34 |
|
|
2025
Q1 | $1.45M | Buy |
30,430
+875
| +3% | +$41.6K | 0.61% | 30 |
|
|
2024
Q4 | $1.39M | Buy |
29,555
+896
| +3% | +$42K | 0.59% | 27 |
|
|
2024
Q3 | $1.37M | Buy |
28,659
+1,156
| +4% | +$55.2K | 0.59% | 31 |
|
|
2024
Q2 | $1.29M | Buy |
27,503
+2,073
| +8% | +$97.4K | 0.62% | 31 |
|
|
2024
Q1 | $1.2M | Buy |
25,430
+1,310
| +5% | +$61.6K | 0.61% | 29 |
|
|
2023
Q4 | $1.13M | Buy |
24,120
+565
| +2% | +$26.6K | 0.65% | 29 |
|
|
2023
Q3 | $1.09M | Buy |
23,555
+1,428
| +6% | +$66.2K | 0.73% | 29 |
|
|
2023
Q2 | $1.03M | Buy |
22,127
+2,451
| +12% | +$114K | 0.66% | 29 |
|
|
2023
Q1 | $918K | Buy |
19,676
+3,889
| +25% | +$181K | 0.65% | 31 |
|
|
2022
Q4 | $728K | Buy |
+15,787
| New | +$728K | 0.59% | 34 |
|