Wealthquest’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 | $29.1M | Buy |
+605,612
| New | +$29.1M | 2.29% | 13 |
|
|
2022
Q4 | – | Sell |
-42,475
| Closed | -$1.95M | – | 125 |
|
|
2022
Q3 | $1.95M | Sell |
42,475
-111,997
| -73% | -$5.15M | 0.27% | 34 |
|
|
2022
Q2 | $7.24M | Buy |
154,472
+109,780
| +246% | +$5.15M | 1.09% | 17 |
|
|
2022
Q1 | $2.23M | Hold |
44,692
| – | – | 0.34% | 30 |
|
|
2021
Q4 | $2.23M | Buy |
+44,692
| New | +$2.23M | 0.34% | 30 |
|