CCMI
Creative Capital Management Investments’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.29M | Hold |
24,610
| – | – | 0.46% | 17 |
|
|
2025
Q1 | $1.27M | Buy |
24,610
+1,595
| +7% | +$82.1K | 0.49% | 17 |
|
|
2024
Q4 | $1.17M | Buy |
23,015
+2,396
| +12% | +$122K | 0.49% | 17 |
|
|
2024
Q3 | $1.1M | Buy |
20,619
+7,730
| +60% | +$411K | 0.46% | 18 |
|
|
2024
Q2 | $659K | Hold |
12,889
| – | – | 0.32% | 22 |
|
|
2024
Q1 | $667K | Hold |
12,889
| – | – | 0.35% | 21 |
|
|
2023
Q4 | $669K | Hold |
12,889
| – | – | 0.39% | 20 |
|
|
2023
Q3 | $643K | Hold |
12,889
| – | – | 0.44% | 20 |
|
|
2023
Q2 | $659K | Hold |
12,889
| – | – | 0.47% | 19 |
|
|
2023
Q1 | $668K | Buy |
+12,889
| New | +$668K | 0.49% | 21 |
|