White Wing Wealth Management’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 | $4.33M | Sell |
90,129
-5,132
| -5% | -$246K | 2.93% | 8 |
|
|
2025
Q1 | $4.53M | Sell |
95,261
-38,615
| -29% | -$1.84M | 3.53% | 8 |
|
|
2024
Q4 | $6.28M | Buy |
133,876
+11,048
| +9% | +$518K | 4.67% | 8 |
|
|
2024
Q3 | $5.86M | Buy |
122,828
+1,023
| +0.8% | +$48.8K | 4.52% | 8 |
|
|
2024
Q2 | $5.72M | Buy |
121,805
+1,473
| +1% | +$69.2K | 4.58% | 8 |
|
|
2024
Q1 | $5.65M | Buy |
120,332
+10,007
| +9% | +$470K | 4.69% | 6 |
|
|
2023
Q4 | $5.17M | Buy |
+110,325
| New | +$5.17M | 4.75% | 7 |
|