Root Financial Partners’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 | $57.2M | Buy |
1,192,294
+106,401
| +10% | +$5.11M | 5.53% | 3 |
|
|
2025
Q1 | $51.6M | Buy |
1,085,893
+276,591
| +34% | +$13.1M | 5.5% | 6 |
|
|
2024
Q4 | $37.9M | Buy |
809,302
+243,457
| +43% | +$11.4M | 4.7% | 7 |
|
|
2024
Q3 | $27M | Buy |
565,845
+188,043
| +50% | +$8.98M | 4.32% | 8 |
|
|
2024
Q2 | $17.8M | Buy |
377,802
+118,930
| +46% | +$5.59M | 4.16% | 8 |
|
|
2024
Q1 | $12.2M | Buy |
258,872
+85,107
| +49% | +$4M | 3.61% | 8 |
|
|
2023
Q4 | $8.17M | Buy |
173,765
+42,105
| +32% | +$1.98M | 3.07% | 8 |
|
|
2023
Q3 | $6.11M | Buy |
131,660
+27,726
| +27% | +$1.29M | 3.23% | 8 |
|
|
2023
Q2 | $4.82M | Buy |
103,934
+22,046
| +27% | +$1.02M | 2.87% | 8 |
|
|
2023
Q1 | $3.82M | Buy |
+81,888
| New | +$3.82M | 2.73% | 8 |
|