Phillips Financial 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
Q3 | $73.7M | Buy |
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|
2025
Q2 | $65.1M | Buy |
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|
2025
Q1 | $62.7M | Buy |
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|
2024
Q4 | $57.7M | Buy |
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|
2024
Q3 | $41.1M | Buy |
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|
2024
Q2 | $31.9M | Buy |
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|
2024
Q1 | $29.4M | Buy |
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|
2023
Q4 | $23.9M | Buy |
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|
2023
Q3 | $20.1M | Buy |
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|
2023
Q2 | $17.2M | Buy |
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|
2023
Q1 | $14.1M | Buy |
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|
2022
Q4 | $13.5M | Buy |
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|
2022
Q3 | $12.2M | Buy |
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|
2022
Q2 | $11.4M | Buy |
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|
2022
Q1 | $976K | Buy |
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