Sax Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $16.9M | Sell |
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|
2025
Q2 | $23M | Buy |
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|
2025
Q1 | $18.7M | Sell |
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|
2024
Q4 | $20.1M | Sell |
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|
2024
Q3 | $26.1M | Buy |
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|
2024
Q2 | $24.7M | Buy |
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|
2024
Q1 | $18.2M | Buy |
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|
2023
Q4 | $11.1M | Buy |
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|
2023
Q3 | $6.33M | Buy |
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|
2023
Q2 | $4.02M | Buy |
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|
2023
Q1 | $2.25M | Buy |
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|
2022
Q4 | $1.77M | Buy |
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|
2022
Q3 | $1.68M | Buy |
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|
2022
Q2 | $1.13M | Buy |
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