Corient Private Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $4.77M | Buy |
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|
2025
Q2 | $4.64M | Sell |
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|
2025
Q1 | $7.03M | Buy |
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|
2024
Q4 | $6.89M | Buy |
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|
2024
Q3 | $6.91M | Sell |
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|
2024
Q2 | $6.83M | Sell |
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|
2024
Q1 | $6.9M | Buy |
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|
2023
Q4 | $6.74M | Buy |
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|
2023
Q3 | $529K | Sell |
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|
2023
Q2 | $3.38M | Buy |
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|
2023
Q1 | $3.16M | Buy |
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|
2022
Q4 | $1.46M | Buy |
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