Squire Investment Management Company’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 | $5.05M | Sell |
105,288
-1,797
| -2% | -$86.3K | 1.86% | 13 |
|
|
2025
Q1 | $5.09M | Buy |
107,085
+10,638
| +11% | +$506K | 2.12% | 12 |
|
|
2024
Q4 | $4.52M | Buy |
96,447
+21,441
| +29% | +$1.01M | 1.99% | 13 |
|
|
2024
Q3 | $3.58M | Buy |
75,006
+19,380
| +35% | +$925K | 1.7% | 13 |
|
|
2024
Q2 | $2.61M | Buy |
55,626
+22,169
| +66% | +$1.04M | 1.48% | 13 |
|
|
2024
Q1 | $1.57M | Buy |
33,457
+19,198
| +135% | +$903K | 0.99% | 18 |
|
|
2023
Q4 | $670K | Buy |
+14,259
| New | +$670K | 0.55% | 30 |
|