Shearwater Capital’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 | $409K | Sell |
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|
2025
Q2 | $411K | Hold |
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|
2025
Q1 | $407K | Hold |
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|
2024
Q4 | $402K | Hold |
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|
2024
Q3 | $409K | Hold |
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|
2024
Q2 | $403K | Hold |
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|
2024
Q1 | $403K | Hold |
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|
2023
Q4 | $403K | Hold |
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|
2023
Q3 | $397K | Sell |
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|
2023
Q2 | $530K | Hold |
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|
2023
Q1 | $533K | Hold |
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|
2022
Q4 | $527K | Hold |
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|
2022
Q3 | $526K | Sell |
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|
2022
Q2 | $539K | Sell |
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|
2022
Q1 | $562K | Sell |
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|
2021
Q4 | $628K | Buy |
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