AWM
AE Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
-6,201,623
| Closed | -$197M | – | 1339 |
|
|
2023
Q4 | $197M | Buy |
6,201,623
+78,268
| +1% | +$2.49M | 1.01% | 11 |
|
|
2023
Q3 | $170M | Buy |
6,123,355
+177,980
| +3% | +$4.94M | 1.02% | 12 |
|
|
2023
Q2 | $171M | Buy |
5,945,375
+183,454
| +3% | +$5.27M | 1.03% | 12 |
|
|
2023
Q1 | $153M | Buy |
+5,761,921
| New | +$153M | 0.99% | 11 |
|