Asset Planning Corporation’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 | $292K | Sell |
7,399
-28,354
| -79% | -$1.12M | 0.16% | 35 |
|
|
2025
Q1 | $1.25M | Buy |
35,753
+14,437
| +68% | +$504K | 0.74% | 24 |
|
|
2024
Q4 | $700K | Buy |
21,316
+108
| +0.5% | +$3.55K | 0.44% | 28 |
|
|
2024
Q3 | $758K | Buy |
21,208
+3,057
| +17% | +$109K | 0.49% | 27 |
|
|
2024
Q2 | $598K | Buy |
18,151
+3,111
| +21% | +$102K | 0.45% | 27 |
|
|
2024
Q1 | $506K | Buy |
+15,040
| New | +$506K | 0.37% | 27 |
|