CWM
Core Wealth Management’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 | $638K | Sell |
13,299
-4,038
| -23% | -$194K | 0.23% | 17 |
|
|
2025
Q1 | $824K | Buy |
17,337
+3,957
| +30% | +$188K | 0.32% | 13 |
|
|
2024
Q4 | $627K | Sell |
13,380
-64
| -0.5% | -$3K | 0.25% | 15 |
|
|
2024
Q3 | $632K | Hold |
13,444
| – | – | 0.26% | 14 |
|
|
2024
Q2 | $632K | Buy |
+13,444
| New | +$632K | 0.26% | 14 |
|