Avior Wealth Management’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
Q1 | – | Sell |
-242
| Closed | -$7.96K | – | 1138 |
|
|
2024
Q4 | $7.96K | Sell |
242
-13
| -5% | -$427 | ﹤0.01% | 1697 |
|
|
2024
Q3 | $9.14K | Buy |
255
+165
| +183% | +$5.91K | ﹤0.01% | 1586 |
|
|
2024
Q2 | $2.98K | Buy |
90
+1
| +1% | +$33 | ﹤0.01% | 1865 |
|
|
2024
Q1 | $3K | Hold |
89
| – | – | ﹤0.01% | 2203 |
|
|
2023
Q4 | $2.85K | Sell |
89
-1,940
| -96% | -$62.2K | ﹤0.01% | 1264 |
|
|
2023
Q3 | $58.3K | Buy |
2,029
+11
| +0.5% | +$316 | ﹤0.01% | 735 |
|
|
2023
Q2 | $61.5K | Buy |
2,018
+20
| +1% | +$609 | ﹤0.01% | 721 |
|
|
2023
Q1 | $60K | Buy |
1,998
+4
| +0.2% | +$120 | ﹤0.01% | 731 |
|
|
2022
Q4 | $55.4K | Buy |
+1,994
| New | +$55.4K | ﹤0.01% | 611 |
|