Spire Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-7,275
| Closed | -$342K | – | 2188 |
|
|
2024
Q2 | $342K | Sell |
7,275
-167
| -2% | -$7.85K | 0.01% | 575 |
|
|
2024
Q1 | $350K | Buy |
7,442
+414
| +6% | +$19.5K | 0.01% | 617 |
|
|
2023
Q4 | $330K | Buy |
7,028
+370
| +6% | +$17.4K | 0.01% | 622 |
|
|
2023
Q3 | $309K | Buy |
6,658
+1,368
| +26% | +$63.4K | 0.01% | 588 |
|
|
2023
Q2 | $245K | Sell |
5,290
-58
| -1% | -$2.69K | 0.01% | 665 |
|
|
2023
Q1 | $250K | Buy |
5,348
+3,559
| +199% | +$166K | 0.01% | 663 |
|
|
2022
Q4 | $82K | Buy |
1,789
+507
| +40% | +$23.2K | ﹤0.01% | 812 |
|
|
2022
Q3 | $59K | Buy |
+1,282
| New | +$59K | ﹤0.01% | 892 |
|