Sequoia Financial Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-137,669
| Closed | -$6.47M | – | 1176 |
|
|
2023
Q4 | $6.47M | Buy |
137,669
+11,338
| +9% | +$533K | 0.08% | 189 |
|
|
2023
Q3 | $5.86M | Buy |
126,331
+6,392
| +5% | +$296K | 0.1% | 139 |
|
|
2023
Q2 | $5.56M | Buy |
119,939
+1,542
| +1% | +$71.5K | 0.1% | 149 |
|
|
2023
Q1 | $5.52M | Buy |
+118,397
| New | +$5.52M | 0.12% | 139 |
|