CWP
Concord Wealth Partners’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 | $10.1M | Buy |
210,743
+45,982
| +28% | +$2.21M | 1.48% | 14 |
|
|
2025
Q1 | $7.83M | Buy |
164,761
+11,046
| +7% | +$525K | 1.29% | 17 |
|
|
2024
Q4 | $7.21M | Sell |
153,715
-1,992
| -1% | -$93.4K | 1.18% | 22 |
|
|
2024
Q3 | $7.43M | Sell |
155,707
-11,113
| -7% | -$531K | 1.24% | 22 |
|
|
2024
Q2 | $7.84M | Buy |
166,820
+6,659
| +4% | +$313K | 1.38% | 17 |
|
|
2024
Q1 | $7.53M | Buy |
160,161
+7,515
| +5% | +$354K | 1.36% | 17 |
|
|
2023
Q4 | $7.18M | Buy |
+152,646
| New | +$7.18M | 1.44% | 19 |
|