SWA
Sax Wealth Advisors’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 | $23M | Buy |
479,978
+86,456
| +22% | +$4.15M | 1.39% | 14 |
|
|
2025
Q1 | $18.7M | Sell |
393,522
-35,372
| -8% | -$1.68M | 1.34% | 16 |
|
|
2024
Q4 | $20.1M | Sell |
428,894
-118,780
| -22% | -$5.57M | 1.57% | 14 |
|
|
2024
Q3 | $26.1M | Buy |
547,674
+22,030
| +4% | +$1.05M | 2.33% | 12 |
|
|
2024
Q2 | $24.7M | Buy |
525,644
+139,414
| +36% | +$6.55M | 2.35% | 11 |
|
|
2024
Q1 | $18.2M | Buy |
386,230
+149,618
| +63% | +$7.04M | 2.12% | 11 |
|
|
2023
Q4 | $11.1M | Buy |
236,612
+100,109
| +73% | +$4.71M | 1.82% | 16 |
|
|
2023
Q3 | $6.33M | Buy |
136,503
+49,731
| +57% | +$2.31M | 1.25% | 21 |
|
|
2023
Q2 | $4.02M | Buy |
86,772
+38,480
| +80% | +$1.78M | 0.8% | 29 |
|
|
2023
Q1 | $2.25M | Buy |
48,292
+9,878
| +26% | +$461K | 0.49% | 39 |
|
|
2022
Q4 | $1.77M | Buy |
38,414
+1,850
| +5% | +$85.3K | 0.41% | 44 |
|
|
2022
Q3 | $1.68M | Buy |
36,564
+12,480
| +52% | +$574K | 0.43% | 44 |
|
|
2022
Q2 | $1.13M | Buy |
+24,084
| New | +$1.13M | 0.29% | 56 |
|