Shira Ridge 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 | $8.57M | Buy |
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|
2025
Q2 | $8.05M | Sell |
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|
2025
Q1 | $8.39M | Sell |
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|
2024
Q4 | $8.47M | Buy |
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|
2024
Q3 | $5.55M | Buy |
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|
2024
Q2 | $2.29M | Buy |
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|
2024
Q1 | $2.19M | Sell |
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|
2023
Q4 | $2.32M | Sell |
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|
2023
Q3 | $2.42M | Sell |
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|
2023
Q2 | $2.91M | Sell |
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|
2023
Q1 | $3.07M | Sell |
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|
2022
Q4 | $3.68M | Buy |
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