Rockwood Wealth Management’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 | $2.31M | Sell |
48,103
-1,618
| -3% | -$77.7K | 0.2% | 25 |
|
|
2025
Q1 | $2.36M | Sell |
49,721
-22,314
| -31% | -$1.06M | 0.24% | 24 |
|
|
2024
Q4 | $3.38M | Sell |
72,035
-340,618
| -83% | -$16M | 0.36% | 19 |
|
|
2024
Q3 | $19.7M | Buy |
412,653
+40,275
| +11% | +$1.92M | 2.17% | 13 |
|
|
2024
Q2 | $17.5M | Buy |
372,378
+33,960
| +10% | +$1.6M | 2.13% | 12 |
|
|
2024
Q1 | $15.9M | Buy |
338,418
+41,667
| +14% | +$1.96M | 2.05% | 13 |
|
|
2023
Q4 | $14M | Buy |
296,751
+20,490
| +7% | +$963K | 2.04% | 12 |
|
|
2023
Q3 | $12.8M | Buy |
276,261
+24,672
| +10% | +$1.14M | 2.15% | 10 |
|
|
2023
Q2 | $11.7M | Buy |
251,589
+36,110
| +17% | +$1.67M | 2% | 10 |
|
|
2023
Q1 | $10.1M | Buy |
215,479
+40,584
| +23% | +$1.89M | 1.99% | 10 |
|
|
2022
Q4 | $8.06M | Buy |
174,895
+34,002
| +24% | +$1.57M | 1.88% | 10 |
|
|
2022
Q3 | $6.48M | Buy |
140,893
+125,855
| +837% | +$5.79M | 2.07% | 10 |
|
|
2022
Q2 | $705K | Buy |
+15,038
| New | +$705K | 0.33% | 25 |
|