CreativeOne Wealth’s Dimensional Short-Duration Fixed Income ETF DFSD Stock Holding History

CreativeOne Wealth’s Portfolio DFSD Stock Details DFSD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$5.29M	Buy
2025 Q2	$5.05M	Buy
2025 Q1	$4.8M	Buy
2024 Q4	$3.97M	Buy
2024 Q3	$3.27M	Buy
2024 Q2	$335K	Sell
2024 Q1	$748K	Buy
2023 Q3	–	Sell
2023 Q2	$595K	Buy
2023 Q1	$369K	Buy