Adero Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $20.2M | Sell |
563,186
-12,603
| -2% | -$451K | 1.32% | 17 |
|
|
2024
Q4 | $21.8M | Buy |
575,789
+53,046
| +10% | +$2.01M | 1.41% | 16 |
|
|
2024
Q3 | $19.4M | Buy |
522,743
+22,132
| +4% | +$823K | 1.29% | 16 |
|
|
2024
Q2 | $17.5M | Buy |
500,611
+52,293
| +12% | +$1.82M | 1.27% | 16 |
|
|
2024
Q1 | $15.4M | Buy |
448,318
+55,993
| +14% | +$1.93M | 1.17% | 19 |
|
|
2023
Q4 | $12.2M | Buy |
392,325
+13,687
| +4% | +$426K | 1.04% | 18 |
|
|
2023
Q3 | $10.5M | Buy |
378,638
+10,963
| +3% | +$304K | 1.01% | 18 |
|
|
2023
Q2 | $10.6M | Buy |
367,675
+109,305
| +42% | +$3.14M | 1.04% | 18 |
|
|
2023
Q1 | $6.88M | Buy |
258,370
+200,153
| +344% | +$5.33M | 0.75% | 23 |
|
|
2022
Q4 | $1.45M | Buy |
+58,217
| New | +$1.45M | 0.17% | 54 |
|