Carson Wealth (CWM LLC)’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
Q2 | $259K | Sell |
5,395
-884
| -14% | -$42.4K | ﹤0.01% | 1958 |
|
|
2025
Q1 | $298K | Sell |
6,279
-713
| -10% | -$33.8K | ﹤0.01% | 1675 |
|
|
2024
Q4 | $328K | Sell |
6,992
-15,173
| -68% | -$712K | ﹤0.01% | 1539 |
|
|
2024
Q3 | $1.06M | Sell |
22,165
-23,527
| -51% | -$1.12M | ﹤0.01% | 998 |
|
|
2024
Q2 | $2.15M | Buy |
45,692
+45,115
| +7,819% | +$2.12M | 0.01% | 628 |
|
|
2024
Q1 | $27K | Sell |
577
-1,222
| -68% | -$57.2K | ﹤0.01% | 2700 |
|
|
2023
Q4 | $85K | Buy |
1,799
+1,299
| +260% | +$61.4K | ﹤0.01% | 1850 |
|
|
2023
Q3 | $23K | Sell |
500
-1,065
| -68% | -$49K | ﹤0.01% | 2591 |
|
|
2023
Q2 | $73K | Buy |
+1,565
| New | +$73K | ﹤0.01% | 1737 |
|