Wealthcare Advisory Partners’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 | $754K | Buy |
15,712
+2,403
| +18% | +$115K | 0.02% | 542 |
|
|
2025
Q1 | $632K | Buy |
13,309
+4,102
| +45% | +$195K | 0.02% | 545 |
|
|
2024
Q4 | $432K | Sell |
9,207
-712
| -7% | -$33.4K | 0.01% | 608 |
|
|
2024
Q3 | $474K | Buy |
9,919
+1,330
| +15% | +$63.5K | 0.01% | 582 |
|
|
2024
Q2 | $404K | Buy |
8,589
+2,669
| +45% | +$125K | 0.01% | 585 |
|
|
2024
Q1 | $278K | Buy |
5,920
+149
| +3% | +$7.01K | 0.01% | 693 |
|
|
2023
Q4 | $271K | Buy |
+5,771
| New | +$271K | 0.01% | 632 |
|