Apella Capital’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.47M | Buy |
85,659
+7,019
| +9% | +$367K | 0.12% | 115 |
|
|
2025
Q1 | $4.01M | Buy |
78,640
+11,363
| +17% | +$579K | 0.14% | 100 |
|
|
2024
Q4 | $3.43M | Buy |
67,277
+10,474
| +18% | +$534K | 0.13% | 94 |
|
|
2024
Q3 | $3.02M | Buy |
56,803
+5,358
| +10% | +$285K | 0.12% | 89 |
|
|
2024
Q2 | $2.64M | Buy |
51,445
+11,860
| +30% | +$609K | 0.12% | 89 |
|
|
2024
Q1 | $2.03M | Buy |
39,585
+27,327
| +223% | +$1.4M | 0.1% | 94 |
|
|
2023
Q4 | $631K | Buy |
12,258
+8,028
| +190% | +$413K | 0.04% | 171 |
|
|
2023
Q3 | $211K | Buy |
+4,230
| New | +$211K | 0.01% | 246 |
|