SAI
Savvy Advisors Inc’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
Q1 | – | Sell |
-7,009
| Closed | -$329K | – | 521 |
|
|
2024
Q4 | $329K | Sell |
7,009
-1,481
| -17% | -$69.4K | 0.04% | 325 |
|
|
2024
Q3 | $405K | Buy |
8,490
+3,709
| +78% | +$177K | 0.08% | 208 |
|
|
2024
Q2 | $225K | Buy |
4,781
+259
| +6% | +$12.2K | 0.07% | 269 |
|
|
2024
Q1 | $213K | Buy |
+4,522
| New | +$213K | 0.12% | 207 |
|