Rockwood Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$2.32M Sell
2025
Q2
$2.31M Sell
2025
Q1
$2.36M Sell
2024
Q4
$3.38M Sell
2024
Q3
$19.7M Buy
2024
Q2
$17.5M Buy
2024
Q1
$15.9M Buy
2023
Q4
$14M Buy
2023
Q3
$12.8M Buy
2023
Q2
$11.7M Buy
2023
Q1
$10.1M Buy
2022
Q4
$8.06M Buy
2022
Q3
$6.48M Buy
2022
Q2
$705K Buy