Silver Oak Securities’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 | $253K | Buy |
5,276
+114
| +2% | +$5.47K | 0.02% | 583 |
|
|
2025
Q1 | $245K | Sell |
5,162
-166
| -3% | -$7.89K | 0.02% | 551 |
|
|
2024
Q4 | $250K | Buy |
5,328
+721
| +16% | +$33.8K | 0.02% | 548 |
|
|
2024
Q3 | $220K | Buy |
4,607
+507
| +12% | +$24.2K | 0.02% | 474 |
|
|
2024
Q2 | $193K | Buy |
4,100
+248
| +6% | +$11.7K | 0.03% | 379 |
|
|
2024
Q1 | $181K | Buy |
+3,852
| New | +$181K | 0.03% | 388 |
|