CreativeOne 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.54M | Sell |
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|
2025
Q4 | $5.64M | Buy |
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2025
Q3 | $5.29M | Buy |
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|
2025
Q2 | $5.05M | Buy |
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|
2025
Q1 | $4.8M | Buy |
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|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $3.27M | Buy |
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|
2024
Q2 | $335K | Sell |
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|
2024
Q1 | $748K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $369K | Buy |
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