Tortoise Investment 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 | $5.3M | Sell |
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|
2025
Q1 | $6.87M | Sell |
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|
2024
Q4 | $6.8M | Sell |
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|
2024
Q3 | $9.17M | Sell |
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|
2024
Q2 | $10.4M | Buy |
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|
2024
Q1 | $7.31M | Buy |
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|
2023
Q4 | $5.55M | Sell |
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|
2023
Q3 | $5.59M | Buy |
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|
2023
Q2 | $4.19M | Buy |
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|
2023
Q1 | $3.89M | Sell |
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|
2022
Q4 | $4.16M | Sell |
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|
2022
Q3 | $4.65M | Sell |
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|
2022
Q2 | $5.48M | Buy |
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|
2022
Q1 | $4.87M | Buy |
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