Wolff Wiese Magana’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q4 | – | Sell |
-25,093
| Closed | -$1.16M | – | 751 |
|
|
2023
Q3 | $1.16M | Buy |
25,093
+1,981
| +9% | +$91.9K | 0.95% | 37 |
|
|
2023
Q2 | $1.07M | Buy |
23,112
+38
| +0.2% | +$1.76K | 0.83% | 43 |
|
|
2023
Q1 | $1.08M | Sell |
23,074
-2,334
| -9% | -$109K | 0.87% | 42 |
|
|
2022
Q4 | $1.17M | Sell |
25,408
-14,021
| -36% | -$646K | 1% | 37 |
|
|
2022
Q3 | $1.81M | Buy |
39,429
+1,933
| +5% | +$88.9K | 1.46% | 13 |
|
|
2022
Q2 | $1.76M | Buy |
+37,496
| New | +$1.76M | 1.28% | 20 |
|