Seaside Wealth Management’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 | $402K | Buy |
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|
2025
Q2 | $396K | Buy |
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|
2025
Q1 | $288K | Buy |
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|
2024
Q4 | $282K | Buy |
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|
2024
Q3 | $282K | Buy |
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|
2024
Q2 | $263K | Buy |
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|
2024
Q1 | $261K | Sell |
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|
2023
Q4 | $416K | Buy |
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|
2023
Q3 | $403K | Buy |
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|
2023
Q2 | $400K | Buy |
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|
2023
Q1 | $402K | Buy |
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|
2022
Q4 | $387K | Buy |
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|
2022
Q3 | $382K | Buy |
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