Raymond James Financial Services Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $1.04M | Buy |
21,772
+931
| +4% | +$44.4K | ﹤0.01% | 2136 |
|
|
2024
Q2 | $980K | Buy |
20,841
+3,732
| +22% | +$175K | ﹤0.01% | 2097 |
|
|
2024
Q1 | $805K | Buy |
17,109
+6,131
| +56% | +$288K | ﹤0.01% | 2190 |
|
|
2023
Q4 | $516K | Buy |
+10,978
| New | +$516K | ﹤0.01% | 2383 |
|
|
2022
Q4 | – | Sell |
-143,999
| Closed | -$6.62M | – | 3242 |
|
|
2022
Q3 | $6.62M | Buy |
+143,999
| New | +$6.62M | 0.01% | 792 |
|