Corient Private Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.5M | Sell |
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|
2025
Q1 | $6.56M | Buy |
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|
2024
Q4 | $5.41M | Buy |
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|
2024
Q3 | $5.49M | Buy |
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|
2024
Q2 | $5.12M | Buy |
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|
2024
Q1 | $4.08M | Buy |
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|
2023
Q4 | $3.81M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.54M | Buy |
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|
2023
Q1 | $5.3M | Buy |
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|
2022
Q4 | $4.89M | Buy |
|