TWM
Tanager Wealth Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-40,717
| Closed | -$1.89M | – | 82 |
|
|
2023
Q3 | $1.89M | Sell |
40,717
-54,699
| -57% | -$2.54M | 0.39% | 29 |
|
|
2023
Q2 | $4.42M | Sell |
95,416
-74,409
| -44% | -$3.45M | 0.96% | 22 |
|
|
2023
Q1 | $7.92M | Sell |
169,825
-46,524
| -22% | -$2.17M | 1.88% | 18 |
|
|
2022
Q4 | $9.97M | Buy |
216,349
+91,345
| +73% | +$4.21M | 2.69% | 14 |
|
|
2022
Q3 | $5.75M | Buy |
125,004
+56,592
| +83% | +$2.6M | 4.55% | 9 |
|
|
2022
Q2 | $3.21M | Buy |
+68,412
| New | +$3.21M | 2.64% | 8 |
|