SW
Simplicity Wealth’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 | $554K | Sell |
11,549
-104,748
| -90% | -$5.03M | 0.02% | 436 |
|
|
2025
Q1 | $5.53M | Buy |
116,297
+92,034
| +379% | +$4.37M | 0.43% | 44 |
|
|
2024
Q4 | $1.14M | Sell |
24,263
-722
| -3% | -$33.8K | 0.24% | 78 |
|
|
2024
Q3 | $1.19M | Sell |
24,985
-56
| -0.2% | -$2.67K | 0.11% | 168 |
|
|
2024
Q2 | $1.18M | Buy |
25,041
+2,557
| +11% | +$120K | 0.03% | 487 |
|
|
2024
Q1 | $1.06M | Buy |
+22,484
| New | +$1.06M | 0.03% | 501 |
|