Wealth Enhancement Advisory Services’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 | $8.33M | Buy |
173,709
+7,000
| +4% | +$336K | 0.01% | 697 |
|
|
2025
Q1 | $7.92M | Buy |
166,709
+169
| +0.1% | +$8.03K | 0.02% | 663 |
|
|
2024
Q4 | $7.81M | Buy |
166,540
+6,564
| +4% | +$308K | 0.01% | 637 |
|
|
2024
Q3 | $7.64M | Sell |
159,976
-7,818
| -5% | -$373K | 0.02% | 596 |
|
|
2024
Q2 | $7.89M | Buy |
167,794
+71,940
| +75% | +$3.38M | 0.02% | 552 |
|
|
2024
Q1 | $4.51M | Buy |
95,854
+11,882
| +14% | +$559K | 0.01% | 694 |
|
|
2023
Q4 | $3.95M | Buy |
83,972
+377
| +0.5% | +$17.7K | 0.01% | 672 |
|
|
2023
Q3 | $3.88M | Buy |
+83,595
| New | +$3.88M | 0.01% | 641 |
|