SWM
Seaside Wealth Management’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 | $396K | Buy |
8,253
+2,202
| +36% | +$106K | 0.13% | 45 |
|
|
2025
Q1 | $288K | Buy |
6,051
+29
| +0.5% | +$1.38K | 0.1% | 47 |
|
|
2024
Q4 | $282K | Buy |
6,022
+115
| +2% | +$5.39K | 0.1% | 46 |
|
|
2024
Q3 | $282K | Buy |
5,907
+308
| +6% | +$14.7K | 0.11% | 45 |
|
|
2024
Q2 | $263K | Buy |
5,599
+56
| +1% | +$2.63K | 0.11% | 46 |
|
|
2024
Q1 | $261K | Sell |
5,543
-3,297
| -37% | -$155K | 0.11% | 45 |
|
|
2023
Q4 | $416K | Buy |
8,840
+147
| +2% | +$6.91K | 0.19% | 32 |
|
|
2023
Q3 | $403K | Buy |
8,693
+61
| +0.7% | +$2.83K | 0.2% | 32 |
|
|
2023
Q2 | $400K | Buy |
8,632
+29
| +0.3% | +$1.34K | 0.21% | 31 |
|
|
2023
Q1 | $402K | Buy |
8,603
+211
| +3% | +$9.86K | 0.24% | 29 |
|
|
2022
Q4 | $387K | Buy |
8,392
+52
| +0.6% | +$2.4K | 0.26% | 30 |
|
|
2022
Q3 | $382K | Buy |
+8,340
| New | +$382K | 0.26% | 30 |
|