CreativeOne Wealth, LLC
Position in DFSD — Dimensional Short-Duration Fixed Income ETF
CIK 1739728
OVERLAND PARK, KS
All Filings in DFSD
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-03-31 DFSD | $4,803,084 | 101,075 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 DFSD | $3,971,439 | 84,715 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 DFSD | $3,272,720 | 68,553 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 DFSD | $334,687 | 7,121 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 DFSD | $747,794 | 15,897 | Shares | Sole | 2024-05-14 | |
| 2023-06-30 DFSD | $506,790 | 10,934 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 DFSD | $369,313 | 7,915 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||