AFS
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Annapolis Financial Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Annapolis Financial Services’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,659
Closed -$145K – 387
2023
Q4 		$145K Hold
4,659
– – 0.04% 130
2023
Q3 		$129K Hold
4,659
– – 0.04% 129
2023
Q2 		$134K Hold
4,659
– – 0.04% 130
2023
Q1 		$124K Hold
4,659
– – 0.04% 128
2022
Q4 		$116K Buy
+4,659
New +$116K 0.04% 132