MA
Mutual 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 | $248K | Buy |
5,179
+919
| +22% | +$44K | 0.01% | 1046 |
|
|
2025
Q1 | $203K | Buy |
+4,260
| New | +$203K | 0.01% | 1029 |
|
|
2024
Q3 | – | Sell |
-15,160
| Closed | -$716K | – | 1103 |
|
|
2024
Q2 | $716K | Buy |
+15,160
| New | +$716K | 0.02% | 592 |
|
|
2023
Q4 | – | Sell |
-5,134
| Closed | -$238K | – | 1023 |
|
|
2023
Q3 | $238K | Hold |
5,134
| – | – | 0.01% | 865 |
|
|
2023
Q2 | $238K | Sell |
5,134
-1,034
| -17% | -$47.9K | 0.01% | 886 |
|
|
2023
Q1 | $288K | Buy |
6,168
+750
| +14% | +$35K | 0.01% | 791 |
|
|
2022
Q4 | $250K | Sell |
5,418
-760
| -12% | -$35K | 0.01% | 798 |
|
|
2022
Q3 | $284K | Sell |
6,178
-1,240
| -17% | -$57K | 0.01% | 723 |
|
|
2022
Q2 | $348K | Buy |
+7,418
| New | +$348K | 0.02% | 633 |
|