Pinnacle Family Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $486K | Sell |
10,121
-695
| -6% | -$33.4K | 0.24% | 74 |
|
|
2025
Q1 | $514K | Sell |
10,816
-1,292
| -11% | -$61.4K | 0.28% | 67 |
|
|
2024
Q4 | $568K | Buy |
12,108
+3,026
| +33% | +$142K | 0.27% | 64 |
|
|
2024
Q3 | $434K | Buy |
9,082
+702
| +8% | +$33.5K | 0.22% | 81 |
|
|
2024
Q2 | $394K | Buy |
8,380
+3,228
| +63% | +$152K | 0.22% | 78 |
|
|
2024
Q1 | $242K | Sell |
5,152
-158
| -3% | -$7.43K | 0.13% | 89 |
|
|
2023
Q4 | $250K | Sell |
5,310
-9
| -0.2% | -$423 | 0.15% | 82 |
|
|
2023
Q3 | $247K | Sell |
5,319
-2,900
| -35% | -$134K | 0.14% | 77 |
|
|
2023
Q2 | $381K | Buy |
+8,219
| New | +$381K | 0.21% | 73 |
|