Carson Wealth (CWM LLC)’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 4980 |
|
|
2025
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 4876 |
|
|
2024
Q4 | $1K | Hold |
26
| – | – | ﹤0.01% | 4684 |
|
|
2024
Q3 | $1K | Hold |
26
| – | – | ﹤0.01% | 4548 |
|
|
2024
Q2 | $1K | Hold |
26
| – | – | ﹤0.01% | 4353 |
|
|
2024
Q1 | $1K | Hold |
26
| – | – | ﹤0.01% | 4108 |
|
|
2023
Q4 | $1K | Buy |
+26
| New | +$1K | ﹤0.01% | 3927 |
|