SPA
Shore Point Advisors’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 | $2.14M | Buy |
44,471
+2,395
| +6% | +$115K | 1.03% | 20 |
|
|
2025
Q1 | $2M | Buy |
42,076
+5,031
| +14% | +$239K | 1.06% | 19 |
|
|
2024
Q4 | $1.74M | Buy |
37,045
+3,166
| +9% | +$148K | 0.93% | 22 |
|
|
2024
Q3 | $1.62M | Buy |
33,879
+371
| +1% | +$17.7K | 0.87% | 25 |
|
|
2024
Q2 | $1.57M | Buy |
33,508
+4,508
| +16% | +$212K | 0.89% | 24 |
|
|
2024
Q1 | $1.36M | Buy |
29,000
+2,602
| +10% | +$122K | 0.78% | 24 |
|
|
2023
Q4 | $1.24M | Buy |
26,398
+1,892
| +8% | +$88.9K | 0.77% | 23 |
|
|
2023
Q3 | $1.14M | Buy |
24,506
+819
| +3% | +$38K | 0.82% | 21 |
|
|
2023
Q2 | $1.1M | Buy |
23,687
+2,142
| +10% | +$99.3K | 0.78% | 24 |
|
|
2023
Q1 | $1.01M | Buy |
21,545
+12,837
| +147% | +$599K | 0.76% | 24 |
|
|
2022
Q4 | $401K | Buy |
+8,708
| New | +$401K | 0.33% | 32 |
|