AA
Addison Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.3M | Buy |
84,148
+5,550
| +7% | +$218K | 0.82% | 31 |
|
|
2025
Q1 | $2.81M | Buy |
78,598
+695
| +0.9% | +$24.9K | 0.77% | 34 |
|
|
2024
Q4 | $2.95M | Buy |
77,903
+3,835
| +5% | +$145K | 0.82% | 31 |
|
|
2024
Q3 | $2.75M | Buy |
74,068
+9,780
| +15% | +$364K | 0.77% | 31 |
|
|
2024
Q2 | $2.24M | Buy |
64,288
+7,100
| +12% | +$248K | 0.72% | 35 |
|
|
2024
Q1 | $1.97M | Buy |
57,188
+6,365
| +13% | +$219K | 0.68% | 35 |
|
|
2023
Q4 | $1.58M | Buy |
50,823
+37,150
| +272% | +$1.16M | 0.62% | 37 |
|
|
2023
Q3 | $379K | Buy |
+13,673
| New | +$379K | 0.18% | 97 |
|