CASC
DFSD

Coppell Advisory Solutions Corp’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

Coppell Advisory Solutions Corp’s Portfolio DFSD Stock Details DFSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-913
Closed -$42.1K – 418
2022
Q4 		$42.1K Buy
+913
New +$41.9K 0.01% 379

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Coppell Advisory Solutions Corp's DFSD Position: Q1 2023 in Review

Coppell Advisory Solutions Corp sold out of Dimensional Short-Duration Fixed Income ETF (DFSD) in Q1 2023, closing a stake of 913 shares — an estimated $42.1K sold.

Coppell Advisory Solutions Corp first reported a position in DFSD in Q4 2022 and held it in 1 quarter. The position peaked at $42.1K in Q4 2022. 153 funds tracked by Wall St. Rank hold DFSD as of Q1 2023.

  • Coppell Advisory Solutions Corp reported no remaining Dimensional Short-Duration Fixed Income ETF position as of Q1 2023 after selling out during the quarter.
  • Coppell Advisory Solutions Corp sold 913 Dimensional Short-Duration Fixed Income ETF shares in Q1 2023, an estimated $42.1K.
  • Coppell Advisory Solutions Corp first reported a position in Dimensional Short-Duration Fixed Income ETF in Q4 2022 and held it in 1 quarter.
  • Coppell Advisory Solutions Corp's Dimensional Short-Duration Fixed Income ETF position peaked at $42.1K in Q4 2022.
  • 153 funds tracked by Wall St. Rank held Dimensional Short-Duration Fixed Income ETF as of Q1 2023.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2023, filed 10 May 2023.