RWM
Ruedi Wealth Management’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 | $44.6M | Buy |
929,564
+37,593
| +4% | +$1.8M | 13.24% | 3 |
|
|
2025
Q1 | $42.4M | Buy |
891,971
+11,016
| +1% | +$523K | 13.26% | 2 |
|
|
2024
Q4 | $41.3M | Buy |
880,955
+283,905
| +48% | +$13.3M | 13.04% | 2 |
|
|
2024
Q3 | $28.5M | Buy |
597,050
+230,951
| +63% | +$11M | 9.78% | 2 |
|
|
2024
Q2 | $17.2M | Buy |
366,099
+130,358
| +55% | +$6.13M | 6.78% | 2 |
|
|
2024
Q1 | $11.1M | Buy |
235,741
+92,000
| +64% | +$4.33M | 4.67% | 7 |
|
|
2023
Q4 | $6.76M | Buy |
143,741
+61,540
| +75% | +$2.89M | 3.19% | 9 |
|
|
2023
Q3 | $3.81M | Buy |
82,201
+6,968
| +9% | +$323K | 2.18% | 11 |
|
|
2023
Q2 | $3.49M | Buy |
75,233
+22,828
| +44% | +$1.06M | 2.05% | 12 |
|
|
2023
Q1 | $2.45M | Buy |
52,405
+1,294
| +3% | +$60.4K | 1.57% | 13 |
|
|
2022
Q4 | $2.36M | Buy |
+51,111
| New | +$2.36M | 1.66% | 12 |
|