Root Financial Partners’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 | $89.5M | Buy |
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|
2025
Q2 | $57.2M | Buy |
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|
2025
Q1 | $51.6M | Buy |
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|
2024
Q4 | $37.9M | Buy |
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|
2024
Q3 | $27M | Buy |
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|
2024
Q2 | $17.8M | Buy |
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|
2024
Q1 | $12.2M | Buy |
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|
2023
Q4 | $8.17M | Buy |
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|
2023
Q3 | $6.11M | Buy |
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|
2023
Q2 | $4.82M | Buy |
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|
2023
Q1 | $3.82M | Buy |
|