SFS
Security Financial Services’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 | $227K | Buy |
4,719
+440
| +10% | +$21.1K | 0.04% | 174 |
|
2025
Q1 | $203K | Buy |
+4,279
| New | +$203K | 0.04% | 167 |
|
2024
Q3 | – | Sell |
-7,491
| Closed | -$352K | – | 166 |
|
2024
Q2 | $352K | Buy |
7,491
+665
| +10% | +$31.3K | 0.08% | 117 |
|
2024
Q1 | $321K | Buy |
6,826
+953
| +16% | +$44.8K | 0.07% | 136 |
|
2023
Q4 | $276K | Buy |
5,873
+1,203
| +26% | +$56.6K | 0.07% | 136 |
|
2023
Q3 | $217K | Buy |
+4,670
| New | +$217K | 0.06% | 152 |
|