PHWM
Pine Harbor Wealth Management’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 | $10.4M | Buy |
216,923
+19,920
| +10% | +$956K | 3.66% | 8 |
|
|
2025
Q1 | $9.36M | Buy |
197,003
+4,914
| +3% | +$234K | 3.75% | 8 |
|
|
2024
Q4 | $9.01M | Buy |
192,089
+79,395
| +70% | +$3.72M | 3.63% | 9 |
|
|
2024
Q3 | $5.38M | Buy |
112,694
+51,337
| +84% | +$2.45M | 2.68% | 11 |
|
|
2024
Q2 | $2.88M | Buy |
61,357
+10,978
| +22% | +$516K | 1.7% | 14 |
|
|
2024
Q1 | $2.37M | Buy |
50,379
+21,113
| +72% | +$993K | 1.49% | 16 |
|
|
2023
Q4 | $1.38M | Buy |
+29,266
| New | +$1.38M | 1.05% | 20 |
|