VWA
Valued 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 | $23.1M | Buy |
481,515
+51,272
| +12% | +$2.46M | 12.06% | 3 |
|
|
2025
Q1 | $20.4M | Buy |
430,243
+17,960
| +4% | +$853K | 12.27% | 3 |
|
|
2024
Q4 | $19.3M | Buy |
412,283
+53,185
| +15% | +$2.49M | 12.11% | 3 |
|
|
2024
Q3 | $17.1M | Buy |
359,098
+10,204
| +3% | +$487K | 11.11% | 4 |
|
|
2024
Q2 | $16.4M | Buy |
348,894
+21,870
| +7% | +$1.03M | 11.26% | 4 |
|
|
2024
Q1 | $15.4M | Buy |
327,024
+4,080
| +1% | +$192K | 10.9% | 4 |
|
|
2023
Q4 | $15M | Buy |
+322,944
| New | +$15M | 13.83% | 2 |
|