PBMares Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Buy |
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|
2025
Q1 | $1.74M | Buy |
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|
2024
Q4 | $1.45M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.27M | Buy |
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|
2024
Q1 | $1.25M | Buy |
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|
2023
Q4 | $971K | Buy |
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|
2023
Q3 | $549K | Buy |
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|
2023
Q2 | $520K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2022
Q4 | $460K | Sell |
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|
2022
Q3 | $736K | Sell |
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|
2022
Q2 | $1.2M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $5.53M | Buy |
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