Avior Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-77
| Closed | -$2.57K | – | 1139 |
|
|
2024
Q4 | $2.57K | Sell |
77
-6
| -7% | -$200 | ﹤0.01% | 2068 |
|
|
2024
Q3 | $2.94K | Buy |
83
+55
| +196% | +$1.95K | ﹤0.01% | 1904 |
|
|
2024
Q2 | $967 | Hold |
28
| – | – | ﹤0.01% | 2032 |
|
|
2024
Q1 | $925 | Hold |
28
| – | – | ﹤0.01% | 2417 |
|
|
2023
Q4 | $908 | Sell |
28
-637
| -96% | -$20.7K | ﹤0.01% | 1385 |
|
|
2023
Q3 | $19.6K | Buy |
665
+7
| +1% | +$206 | ﹤0.01% | 941 |
|
|
2023
Q2 | $20K | Buy |
658
+4
| +0.6% | +$122 | ﹤0.01% | 929 |
|
|
2023
Q1 | $19.6K | Hold |
654
| – | – | ﹤0.01% | 946 |
|
|
2022
Q4 | $18.4K | Buy |
+654
| New | +$18.4K | ﹤0.01% | 767 |
|