SHFA
SC&H Financial 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 | $13.5M | Buy |
280,649
+12,578
| +5% | +$604K | 2.3% | 11 |
|
|
2025
Q1 | $12.7M | Buy |
268,071
+13,438
| +5% | +$639K | 2.51% | 10 |
|
|
2024
Q4 | $11.9M | Buy |
254,633
+71,127
| +39% | +$3.33M | 2.47% | 10 |
|
|
2024
Q3 | $8.76M | Buy |
183,506
+33,183
| +22% | +$1.58M | 1.91% | 13 |
|
|
2024
Q2 | $7.07M | Buy |
150,323
+18,112
| +14% | +$851K | 1.73% | 14 |
|
|
2024
Q1 | $6.22M | Buy |
132,211
+9,511
| +8% | +$447K | 1.62% | 14 |
|
|
2023
Q4 | $5.77M | Buy |
122,700
+34,634
| +39% | +$1.63M | 1.66% | 14 |
|
|
2023
Q3 | $4.08M | Buy |
88,066
+14,174
| +19% | +$657K | 1.36% | 16 |
|
|
2023
Q2 | $3.42M | Buy |
73,892
+25,739
| +53% | +$1.19M | 1.13% | 16 |
|
|
2023
Q1 | $2.25M | Buy |
48,153
+10,091
| +27% | +$471K | 0.82% | 23 |
|
|
2022
Q4 | $1.75M | Buy |
38,062
+12,783
| +51% | +$589K | 0.73% | 30 |
|
|
2022
Q3 | $1.16M | Sell |
25,279
-3,341
| -12% | -$154K | 0.58% | 37 |
|
|
2022
Q2 | $1.34M | Buy |
+28,620
| New | +$1.34M | 0.63% | 35 |
|