CWM
Core Wealth Management’s Dimensional Ultrashort Fixed Income ETF DUSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Buy |
23,283
+585
| +3% | +$29.7K | 0.42% | 10 |
|
|
2025
Q1 | $1.15M | Buy |
22,698
+11,139
| +96% | +$565K | 0.44% | 10 |
|
|
2024
Q4 | $585K | Sell |
11,559
-40,813
| -78% | -$2.06M | 0.23% | 17 |
|
|
2024
Q3 | $2.65M | Hold |
52,372
| – | – | 1.08% | 7 |
|
|
2024
Q2 | $2.65M | Buy |
52,372
+38,356
| +274% | +$1.94M | 1.08% | 7 |
|
|
2024
Q1 | $709K | Buy |
+14,016
| New | +$709K | 0.31% | 10 |
|