Advisornet Financial’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
Q2
$1.25M Buy
31,741
+12,045
+61% +$473K 0.08% 211
2025
Q1
$705K Buy
19,696
+4,806
+32% +$172K 0.05% 280
2024
Q4
$564K Buy
14,890
+4,957
+50% +$188K 0.05% 291
2024
Q3
$369K Sell
9,933
-16
-0.2% -$595 0.03% 388
2024
Q2
$347K Sell
9,949
-250
-2% -$8.72K 0.03% 371
2024
Q1
$351K Sell
10,199
-14,845
-59% -$511K 0.03% 363
2023
Q4
$780K Sell
25,044
-1,091
-4% -$34K 0.07% 250
2023
Q3
$725K Buy
26,135
+453
+2% +$12.6K 0.07% 249
2023
Q2
$737K Buy
25,682
+4,369
+20% +$125K 0.06% 248
2023
Q1
$567K Buy
+21,313
New +$567K 0.05% 278