Steward Partners Investment Advisory’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 | $9.07M | Buy |
188,990
+20,062
| +12% | +$963K | 0.07% | 272 |
|
|
2025
Q1 | $8.03M | Sell |
168,928
-840
| -0.5% | -$39.9K | 0.07% | 284 |
|
|
2024
Q4 | $7.96M | Buy |
169,768
+32,138
| +23% | +$1.51M | 0.07% | 268 |
|
|
2024
Q3 | $6.57M | Buy |
137,630
+42,607
| +45% | +$2.03M | 0.06% | 304 |
|
|
2024
Q2 | $4.47M | Buy |
95,023
+24,453
| +35% | +$1.15M | 0.05% | 358 |
|
|
2024
Q1 | $3.32M | Buy |
70,570
+35,324
| +100% | +$1.66M | 0.04% | 431 |
|
|
2023
Q4 | $1.66M | Buy |
35,246
+4,315
| +14% | +$203K | 0.02% | 556 |
|
|
2023
Q3 | $1.43M | Buy |
+30,931
| New | +$1.43M | 0.02% | 554 |
|