Allworth Financial’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $280K | Buy |
7,097
+42
| +0.6% | +$1.66K | ﹤0.01% | 1034 |
|
|
2025
Q1 | $255K | Buy |
7,055
+10
| +0.1% | +$361 | ﹤0.01% | 872 |
|
|
2024
Q4 | $238K | Sell |
7,045
-76
| -1% | -$2.57K | ﹤0.01% | 887 |
|
|
2024
Q3 | $254K | Buy |
7,121
+12
| +0.2% | +$429 | ﹤0.01% | 744 |
|
|
2024
Q2 | $239K | Buy |
7,109
+4,109
| +137% | +$138K | ﹤0.01% | 760 |
|
|
2024
Q1 | $101K | Hold |
3,000
| – | – | ﹤0.01% | 1018 |
|
|
2023
Q4 | $96.1K | Hold |
3,000
| – | – | ﹤0.01% | 957 |
|
|
2023
Q3 | $86.1K | Hold |
3,000
| – | – | ﹤0.01% | 935 |
|
|
2023
Q2 | $91.4K | Hold |
3,000
| – | – | ﹤0.01% | 923 |
|
|
2023
Q1 | $90.2K | Hold |
3,000
| – | – | ﹤0.01% | 891 |
|
|
2022
Q4 | $83.4K | Buy |
+3,000
| New | +$83.4K | ﹤0.01% | 862 |
|