Triad Financial Advisors’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
2023
Q3
$28.6M Buy
2023
Q2
$22.8M Sell
2023
Q1
$23.4M Buy
2022
Q4
$22.4M Sell
2022
Q3
$26.4M Buy
2022
Q2
$26.8M Buy
2022
Q1
$21.1M Buy
2021
Q4
$7.08M Buy