Shira Ridge Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $8.05M | Sell |
167,760
-8,833
| -5% | -$424K | 3.68% | 9 |
|
|
2025
Q1 | $8.39M | Sell |
176,593
-4,112
| -2% | -$195K | 4.18% | 6 |
|
|
2024
Q4 | $8.47M | Buy |
180,705
+64,454
| +55% | +$3.02M | 4.14% | 6 |
|
|
2024
Q3 | $5.55M | Buy |
116,251
+67,525
| +139% | +$3.22M | 2.83% | 9 |
|
|
2024
Q2 | $2.29M | Buy |
48,726
+2,218
| +5% | +$104K | 1.28% | 21 |
|
|
2024
Q1 | $2.19M | Sell |
46,508
-2,833
| -6% | -$133K | 1.25% | 22 |
|
|
2023
Q4 | $2.32M | Sell |
49,341
-2,789
| -5% | -$131K | 1.39% | 21 |
|
|
2023
Q3 | $2.42M | Sell |
52,130
-10,713
| -17% | -$497K | 1.59% | 18 |
|
|
2023
Q2 | $2.91M | Sell |
62,843
-2,922
| -4% | -$135K | 1.83% | 16 |
|
|
2023
Q1 | $3.07M | Sell |
65,765
-13,978
| -18% | -$652K | 2.03% | 17 |
|
|
2022
Q4 | $3.68M | Buy |
+79,743
| New | +$3.68M | 2.53% | 16 |
|