SWM
Selective 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 | $381K | Buy |
7,933
+3,230
| +69% | +$155K | 0.14% | 65 |
|
|
2025
Q1 | $221K | Hold |
4,703
| – | – | 0.1% | 91 |
|
|
2024
Q4 | $220K | Hold |
4,703
| – | – | 0.09% | 96 |
|
|
2024
Q3 | $224K | Hold |
4,703
| – | – | 0.09% | 100 |
|
|
2024
Q2 | $222K | Sell |
4,703
-532
| -10% | -$25.1K | 0.1% | 94 |
|
|
2024
Q1 | $245K | Sell |
5,235
-200
| -4% | -$9.38K | 0.11% | 94 |
|
|
2023
Q4 | $255K | Hold |
5,435
| – | – | 0.13% | 77 |
|
|
2023
Q3 | $252K | Hold |
5,435
| – | – | 0.14% | 68 |
|
|
2023
Q2 | $252K | Buy |
+5,435
| New | +$252K | 0.13% | 92 |
|
|
2022
Q4 | $253K | Hold |
5,435
| – | – | 0.13% | 101 |
|
|
2022
Q3 | $250K | Buy |
+5,435
| New | +$250K | 0.11% | 101 |
|