Safeguard Investment Advisory Group’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 | $1.61M | Sell |
33,431
-21
| -0.1% | -$1.01K | 0.4% | 31 |
|
|
2025
Q1 | $1.59M | Buy |
33,452
+2,084
| +7% | +$99K | 0.43% | 28 |
|
|
2024
Q4 | $1.47M | Buy |
31,368
+3,376
| +12% | +$158K | 0.4% | 26 |
|
|
2024
Q3 | $1.34M | Sell |
27,992
-2,948
| -10% | -$141K | 0.38% | 28 |
|
|
2024
Q2 | $1.45M | Buy |
30,940
+972
| +3% | +$45.7K | 0.45% | 24 |
|
|
2024
Q1 | $1.41M | Buy |
29,968
+2,695
| +10% | +$127K | 0.48% | 23 |
|
|
2023
Q4 | $1.28M | Sell |
27,273
-81
| -0.3% | -$3.81K | 0.48% | 25 |
|
|
2023
Q3 | $1.27M | Buy |
27,354
+469
| +2% | +$21.8K | 0.55% | 25 |
|
|
2023
Q2 | $1.25M | Buy |
26,885
+15,367
| +133% | +$712K | 0.53% | 29 |
|
|
2023
Q1 | $537K | Buy |
+11,518
| New | +$537K | 0.26% | 47 |
|