USAdvisors Wealth Management’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 | $858K | Sell |
17,886
-509
| -3% | -$24.4K | 0.32% | 64 |
|
|
2025
Q1 | $874K | Buy |
18,395
+38
| +0.2% | +$1.81K | 0.3% | 66 |
|
|
2024
Q4 | $860K | Buy |
18,357
+558
| +3% | +$26.1K | 0.28% | 70 |
|
|
2024
Q3 | $850K | Sell |
17,799
-1,857
| -9% | -$88.7K | 0.3% | 69 |
|
|
2024
Q2 | $923K | Buy |
19,656
+1,247
| +7% | +$58.6K | 0.32% | 63 |
|
|
2024
Q1 | $866K | Buy |
18,409
+6,316
| +52% | +$297K | 0.33% | 68 |
|
|
2023
Q4 | $568K | Sell |
12,093
-281
| -2% | -$13.2K | 0.24% | 79 |
|
|
2023
Q3 | $573K | Buy |
12,374
+3,468
| +39% | +$161K | 0.26% | 74 |
|
|
2023
Q2 | $413K | Sell |
8,906
-1,350
| -13% | -$62.6K | 0.2% | 80 |
|
|
2023
Q1 | $479K | Buy |
10,256
+1,241
| +14% | +$58K | 0.23% | 81 |
|
|
2022
Q4 | $416K | Buy |
+9,015
| New | +$416K | 0.2% | 85 |
|