OFA
Onyx Financial 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 | $16.4M | Sell |
340,839
-7,912
| -2% | -$380K | 7.76% | 3 |
|
|
2025
Q1 | $16.6M | Buy |
348,751
+20,591
| +6% | +$978K | 8.77% | 3 |
|
|
2024
Q4 | $15.4M | Buy |
328,160
+7,364
| +2% | +$345K | 8.44% | 3 |
|
|
2024
Q3 | $15.3M | Buy |
320,796
+14,379
| +5% | +$686K | 8.41% | 3 |
|
|
2024
Q2 | $14.4M | Buy |
306,417
+24,308
| +9% | +$1.14M | 8.63% | 3 |
|
|
2024
Q1 | $13.3M | Buy |
282,109
+36,080
| +15% | +$1.7M | 8.21% | 3 |
|
|
2023
Q4 | $11.6M | Buy |
246,029
+27,911
| +13% | +$1.31M | 8.45% | 3 |
|
|
2023
Q3 | $10.1M | Buy |
218,118
+25,519
| +13% | +$1.18M | 8.69% | 3 |
|
|
2023
Q2 | $8.93M | Buy |
192,599
+18,060
| +10% | +$837K | 7.63% | 3 |
|
|
2023
Q1 | $8.14M | Buy |
174,539
+22,432
| +15% | +$1.05M | 7.5% | 3 |
|
|
2022
Q4 | $7.01M | Buy |
+152,107
| New | +$7.01M | 6.98% | 3 |
|