Spinnaker Investment Group’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
Q2 | – | Sell |
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2025
Q1 | $507K | Sell |
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2024
Q4 | $608K | Sell |
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2024
Q3 | $620K | Sell |
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2024
Q2 | $618K | Buy |
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2024
Q1 | $603K | Buy |
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2023
Q4 | $579K | Buy |
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2023
Q3 | $499K | Sell |
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2023
Q2 | $501K | Buy |
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2023
Q1 | $486K | Buy |
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2022
Q4 | $478K | Buy |
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2022
Q3 | $467K | Buy |
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2022
Q2 | – | Sell |
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2022
Q1 | $597K | Sell |
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2021
Q4 | $681K | Buy |
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