TWA
TCI Wealth Advisors’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.6M | Sell |
54,106
-2,328
| -4% | -$112K | 0.18% | 57 |
|
|
2025
Q1 | $2.68M | Buy |
56,434
+5,639
| +11% | +$268K | 0.21% | 44 |
|
|
2024
Q4 | $2.38M | Buy |
50,795
+43,031
| +554% | +$2.02M | 0.2% | 48 |
|
|
2024
Q3 | $371K | Sell |
7,764
-890
| -10% | -$42.5K | 0.03% | 159 |
|
|
2024
Q2 | $407K | Buy |
+8,654
| New | +$407K | 0.04% | 142 |
|