Coppell Advisory Solutions’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
Q1 | – | Sell |
-691
| Closed | -$32.4K | – | 697 |
|
|
2024
Q4 | $32.4K | Sell |
691
-74
| -10% | -$3.47K | ﹤0.01% | 719 |
|
|
2024
Q3 | $36.6K | Sell |
765
-81
| -10% | -$3.87K | 0.01% | 656 |
|
|
2024
Q2 | $39.8K | Buy |
+846
| New | +$39.8K | 0.01% | 556 |
|
|
2023
Q4 | $66K | Buy |
1,404
+491
| +54% | +$23.1K | 0.01% | 437 |
|
|
2023
Q3 | $42.1K | Sell |
913
-3,428
| -79% | -$158K | 0.01% | 377 |
|
|
2023
Q2 | $201K | Buy |
+4,341
| New | +$201K | 0.06% | 191 |
|
|
2023
Q1 | – | Sell |
-913
| Closed | -$42.1K | – | 418 |
|
|
2022
Q4 | $42.1K | Buy |
+913
| New | +$42.1K | 0.01% | 379 |
|