SAG
SageView Advisory Group’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 | $3.02M | Buy |
62,960
+32
| +0.1% | +$1.53K | 0.11% | 104 |
|
|
2025
Q1 | $2.99M | Buy |
62,928
+85
| +0.1% | +$4.04K | 0.13% | 91 |
|
|
2024
Q4 | $2.95M | Buy |
62,843
+1,213
| +2% | +$56.9K | 0.13% | 93 |
|
|
2024
Q3 | $2.94M | Buy |
+61,630
| New | +$2.94M | 0.15% | 85 |
|
|
2024
Q2 | – | Sell |
-58,735
| Closed | -$2.76M | – | 100 |
|
|
2024
Q1 | $2.76M | Buy |
+58,735
| New | +$2.76M | 0.14% | 87 |
|
|
2023
Q4 | – | Sell |
-57,786
| Closed | -$2.68M | – | 110 |
|
|
2023
Q3 | $2.68M | Buy |
57,786
+603
| +1% | +$28K | 0.15% | 86 |
|
|
2023
Q2 | $2.65M | Buy |
57,183
+621
| +1% | +$28.8K | 0.15% | 93 |
|
|
2023
Q1 | $2.64M | Buy |
56,562
+1,227
| +2% | +$57.3K | 0.17% | 91 |
|
|
2022
Q4 | $2.55M | Buy |
+55,335
| New | +$2.55M | 0.21% | 78 |
|