Vermillion & White Wealth Management Group’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 | $6.13M | Buy |
127,592
+188
| +0.1% | +$9.03K | 3.98% | 6 |
|
|
2025
Q1 | $6.05M | Buy |
127,404
+68,590
| +117% | +$3.26M | 4.38% | 6 |
|
|
2024
Q4 | $2.76M | Buy |
58,814
+3,543
| +6% | +$166K | 2.03% | 13 |
|
|
2024
Q3 | $2.64M | Buy |
55,271
+437
| +0.8% | +$20.9K | 1.95% | 14 |
|
|
2024
Q2 | $2.58M | Buy |
54,834
+43
| +0.1% | +$2.02K | 1.94% | 13 |
|
|
2024
Q1 | $2.58M | Buy |
54,791
+1,519
| +3% | +$71.5K | 2.06% | 13 |
|
|
2023
Q4 | $2.5M | Buy |
+53,272
| New | +$2.5M | 2.43% | 11 |
|