Allworth 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
$114K Sell
2,906
-2,542
-47% -$99.8K ﹤0.01% 1462
2025
Q1
$190K Buy
5,448
+12
+0.2% +$419 ﹤0.01% 963
2024
Q4
$214K Buy
5,436
+2,552
+88% +$100K ﹤0.01% 919
2024
Q3
$107K Buy
2,884
+7
+0.2% +$260 ﹤0.01% 1054
2024
Q2
$102K Buy
+2,877
New +$102K ﹤0.01% 1067