Selective 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 | $2.63M | Buy |
|
|||||
|
2025
Q2 | $381K | Buy |
|
|||||
|
2025
Q1 | $221K | Hold |
|
|||||
|
2024
Q4 | $220K | Hold |
|
|||||
|
2024
Q3 | $224K | Hold |
|
|||||
|
2024
Q2 | $222K | Sell |
|
|||||
|
2024
Q1 | $245K | Sell |
|
|||||
|
2023
Q4 | $255K | Hold |
|
|||||
|
2023
Q3 | $252K | Hold |
|
|||||
|
2023
Q2 | $252K | Buy |
|
|||||
|
2022
Q4 | $253K | Hold |
|
|||||
|
2022
Q3 | $250K | Buy |
|