RFP
RCS Financial Planning’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 | $7.82M | Sell |
162,919
-21,908
| -12% | -$1.05M | 3.89% | 7 |
|
|
2025
Q1 | $8.78M | Buy |
184,827
+2,659
| +1% | +$126K | 4.64% | 6 |
|
|
2024
Q4 | $8.54M | Sell |
182,168
-79,259
| -30% | -$3.72M | 4.54% | 7 |
|
|
2024
Q3 | $12.5M | Buy |
261,427
+2,011
| +0.8% | +$96K | 6.93% | 3 |
|
|
2024
Q2 | $12.2M | Buy |
259,416
+16,227
| +7% | +$763K | 7.19% | 3 |
|
|
2024
Q1 | $11.4M | Buy |
243,189
+18,451
| +8% | +$868K | 7.04% | 3 |
|
|
2023
Q4 | $10.6M | Sell |
224,738
-40,100
| -15% | -$1.89M | 6.91% | 4 |
|
|
2023
Q3 | $12.3M | Sell |
264,838
-65,941
| -20% | -$3.06M | 9.38% | 3 |
|
|
2023
Q2 | $15.3M | Buy |
330,779
+23,909
| +8% | +$1.11M | 12.65% | 3 |
|
|
2023
Q1 | $14.3M | Buy |
306,870
+18,425
| +6% | +$860K | 12.7% | 3 |
|
|
2022
Q4 | $13.3M | Buy |
+288,445
| New | +$13.3M | 12.91% | 3 |
|