OFA
Onyx Financial Advisors’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $8.05M | Buy |
158,674
+5,837
| +4% | +$296K | 3.82% | 4 |
|
2025
Q1 | $7.75M | Buy |
152,837
+26,617
| +21% | +$1.35M | 4.1% | 4 |
|
2024
Q4 | $6.39M | Buy |
126,220
+14,621
| +13% | +$740K | 3.5% | 5 |
|
2024
Q3 | $5.67M | Buy |
111,599
+13,753
| +14% | +$698K | 3.11% | 5 |
|
2024
Q2 | $4.96M | Buy |
97,846
+26,192
| +37% | +$1.33M | 2.97% | 5 |
|
2024
Q1 | $3.62M | Buy |
71,654
+39,775
| +125% | +$2.01M | 2.24% | 5 |
|
2023
Q4 | $1.6M | Buy |
+31,879
| New | +$1.6M | 1.17% | 6 |
|