CWP
Concord Wealth Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $661K | Hold |
12,616
| – | – | 0.1% | 143 |
|
|
2025
Q1 | $650K | Buy |
12,616
+6
| +0% | +$309 | 0.11% | 138 |
|
|
2024
Q4 | $642K | Buy |
12,610
+86
| +0.7% | +$4.38K | 0.11% | 130 |
|
|
2024
Q3 | $666K | Buy |
12,524
+21
| +0.2% | +$1.12K | 0.11% | 120 |
|
|
2024
Q2 | $639K | Buy |
12,503
+28
| +0.2% | +$1.43K | 0.11% | 124 |
|
|
2024
Q1 | $646K | Buy |
12,475
+890
| +8% | +$46.1K | 0.12% | 125 |
|
|
2023
Q4 | $601K | Buy |
+11,585
| New | +$601K | 0.12% | 116 |
|