Samalin Investment Counsel’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 | $1.34M | Sell |
27,835
-4,988
| -15% | -$239K | 0.51% | 44 |
|
|
2025
Q1 | $1.56M | Buy |
32,823
+305
| +0.9% | +$14.5K | 0.63% | 32 |
|
|
2024
Q4 | $1.52M | Buy |
32,518
+496
| +2% | +$23.3K | 0.65% | 33 |
|
|
2024
Q3 | $1.53M | Buy |
32,022
+1,188
| +4% | +$56.7K | 0.67% | 35 |
|
|
2024
Q2 | $1.45M | Buy |
30,834
+160
| +0.5% | +$7.52K | 0.68% | 30 |
|
|
2024
Q1 | $1.44M | Sell |
30,674
-7,183
| -19% | -$338K | 0.69% | 30 |
|
|
2023
Q4 | $1.78M | Sell |
37,857
-1,594
| -4% | -$74.9K | 0.9% | 23 |
|
|
2023
Q3 | $1.83M | Buy |
39,451
+1,696
| +4% | +$78.7K | 1.05% | 19 |
|
|
2023
Q2 | $1.75M | Sell |
37,755
-3,072
| -8% | -$142K | 0.95% | 23 |
|
|
2023
Q1 | $1.91M | Buy |
40,827
+5,878
| +17% | +$274K | 1.15% | 13 |
|
|
2022
Q4 | $1.61M | Buy |
34,949
+25,731
| +279% | +$1.19M | 1.02% | 20 |
|
|
2022
Q3 | $424K | Buy |
+9,218
| New | +$424K | 0.31% | 98 |
|