AE Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
2023
Q4
$197M Buy
2023
Q3
$170M Buy
2023
Q2
$171M Buy
2023
Q1
$153M Buy