Advisory Services & Investments’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
2024
Q3
$2.23M Buy
60,103
+8
+0% +$297 1.52% 14
2024
Q2
$2.09M Sell
60,095
-1,213
-2% -$42.3K 1.46% 14
2024
Q1
$2.11M Buy
+61,308
New +$2.11M 1.46% 15