SIC
SJS Investment Consulting’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 | $17.9M | Buy |
372,779
+11,666
| +3% | +$560K | 2.84% | 5 |
|
|
2025
Q1 | $17.2M | Buy |
361,113
+10,230
| +3% | +$486K | 2.93% | 4 |
|
|
2024
Q4 | $16.4M | Buy |
350,883
+22,522
| +7% | +$1.06M | 2.84% | 3 |
|
|
2024
Q3 | $15.7M | Buy |
328,361
+9,871
| +3% | +$471K | 2.77% | 4 |
|
|
2024
Q2 | $15M | Buy |
318,490
+23,134
| +8% | +$1.09M | 2.9% | 4 |
|
|
2024
Q1 | $13.9M | Buy |
295,356
+28,397
| +11% | +$1.34M | 2.78% | 5 |
|
|
2023
Q4 | $12.5M | Sell |
266,959
-29,518
| -10% | -$1.39M | 2.84% | 4 |
|
|
2023
Q3 | $13.8M | Sell |
296,477
-35,828
| -11% | -$1.66M | 3.45% | 4 |
|
|
2023
Q2 | $15.4M | Buy |
332,305
+11,824
| +4% | +$548K | 3.87% | 4 |
|
|
2023
Q1 | $15M | Buy |
320,481
+35,930
| +13% | +$1.68M | 4.08% | 4 |
|
|
2022
Q4 | $13.1M | Sell |
284,551
-35,078
| -11% | -$1.62M | 3.9% | 4 |
|
|
2022
Q3 | $14.7M | Buy |
+319,629
| New | +$14.7M | 4.97% | 3 |
|
|
2022
Q1 | $62K | Buy |
+1,296
| New | +$62K | 0.02% | 163 |
|