WP
WMS 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-10,788
| Closed | -$506K | – | 75 |
|
|
2024
Q4 | $506K | Sell |
10,788
-1,458
| -12% | -$68.4K | 0.03% | 185 |
|
|
2024
Q3 | $585K | Buy |
12,246
+63
| +0.5% | +$3.01K | 0.03% | 158 |
|
|
2024
Q2 | $573K | Buy |
12,183
+2,622
| +27% | +$123K | 0.04% | 142 |
|
|
2024
Q1 | $450K | Sell |
9,561
-1,012
| -10% | -$47.6K | 0.03% | 171 |
|
|
2023
Q4 | $497K | Buy |
+10,573
| New | +$497K | 0.04% | 162 |
|