Sutton Place Investors’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 | $1.85M | Sell |
38,544
-1,623
| -4% | -$77.9K | 1.11% | 26 |
|
|
2025
Q1 | $1.91M | Buy |
40,167
+409
| +1% | +$19.4K | 1.28% | 21 |
|
|
2024
Q4 | $1.86M | Sell |
39,758
-368
| -0.9% | -$17.3K | 1.08% | 28 |
|
|
2024
Q3 | $1.92M | Buy |
40,126
+1,861
| +5% | +$88.8K | 1.17% | 28 |
|
|
2024
Q2 | $1.8M | Sell |
38,265
-667
| -2% | -$31.3K | 1.2% | 25 |
|
|
2024
Q1 | $1.83M | Buy |
38,932
+10,803
| +38% | +$508K | 0.91% | 27 |
|
|
2023
Q4 | $1.32M | Buy |
28,129
+2,662
| +10% | +$125K | 0.96% | 29 |
|
|
2023
Q3 | $1.18M | Buy |
25,467
+17,441
| +217% | +$809K | 1.54% | 19 |
|
|
2023
Q2 | $372K | Buy |
+8,026
| New | +$372K | 0.52% | 47 |
|
|
2022
Q4 | – | Sell |
-21,035
| Closed | -$968K | – | 63 |
|
|
2022
Q3 | $968K | Buy |
21,035
+1,765
| +9% | +$81.2K | 1.47% | 21 |
|
|
2022
Q2 | $903K | Sell |
19,270
-40,050
| -68% | -$1.88M | 1.31% | 26 |
|
|
2022
Q1 | $2.8M | Sell |
59,320
-1,815
| -3% | -$85.7K | 3.35% | 7 |
|
|
2021
Q4 | $3.06M | Buy |
+61,135
| New | +$3.06M | 3.52% | 6 |
|