OA
Oceanside 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 | $12.7M | Buy |
263,924
+7,468
| +3% | +$359K | 8.48% | 3 |
|
|
2025
Q1 | $12.2M | Buy |
256,456
+18,501
| +8% | +$879K | 8.82% | 3 |
|
|
2024
Q4 | $11.2M | Buy |
237,955
+7,028
| +3% | +$329K | 8.32% | 3 |
|
|
2024
Q3 | $11M | Buy |
230,927
+7,136
| +3% | +$341K | 8.22% | 4 |
|
|
2024
Q2 | $10.5M | Buy |
223,791
+16,070
| +8% | +$755K | 8.5% | 3 |
|
|
2024
Q1 | $9.77M | Sell |
207,721
-3,550
| -2% | -$167K | 8.09% | 4 |
|
|
2023
Q4 | $9.93M | Buy |
+211,271
| New | +$9.93M | 8.77% | 3 |
|