WP
WealthSource Partners’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | $2.1M | Buy |
44,722
+4,981
| +13% | +$234K | 0.14% | 121 |
|
|
2023
Q3 | $1.84M | Sell |
39,741
-1,672
| -4% | -$77.5K | 0.13% | 130 |
|
|
2023
Q2 | $1.92M | Buy |
41,413
+3,227
| +8% | +$150K | 0.13% | 126 |
|
|
2023
Q1 | $1.78M | Buy |
38,186
+835
| +2% | +$39K | 0.12% | 136 |
|
|
2022
Q4 | $1.72M | Buy |
+37,351
| New | +$1.72M | 0.12% | 133 |
|