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Concorde Asset Management’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Concorde Asset Management’s Portfolio DFSD Stock Details DFSD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$229K Buy
4,833
+60
+1% +$2.85K 0.12% 150
2024
Q4 		$224K Buy
4,773
+25
+0.5% +$1.17K 0.12% 164
2024
Q3 		$227K Sell
4,748
-921
-16% -$44K 0.13% 149
2024
Q2 		$266K Buy
+5,669
New +$266K 0.16% 116