Straight Path Wealth Management’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 | $349K | Buy |
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|
2025
Q1 | $345K | Sell |
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|
2024
Q4 | $420K | Sell |
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|
2024
Q3 | $454K | Sell |
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|
2024
Q2 | $5.16M | Buy |
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|
2024
Q1 | $4.57M | Buy |
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|
2023
Q4 | $4.02M | Buy |
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|
2023
Q3 | $3.65M | Buy |
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|
2023
Q2 | $3.14M | Buy |
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|
2023
Q1 | $2.76M | Buy |
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|
2022
Q4 | $2.39M | Buy |
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|
2022
Q3 | $558K | Buy |
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|
2022
Q2 | $289K | Buy |
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