Concord Wealth Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Concord Wealth Partners’s Portfolio DFSB Stock Details DFSB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$661K	Hold
2025 Q1	$650K	Buy
2024 Q4	$642K	Buy
2024 Q3	$666K	Buy
2024 Q2	$639K	Buy
2024 Q1	$646K	Buy
2023 Q4	$601K	Buy