Avior Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$266K Buy
2025
Q1
$242K Buy
2024
Q4
$26K Sell
2024
Q3
$30K Buy
2024
Q2
$10.5K Buy
2024
Q1
$10.3K Buy
2023
Q4
$9.31K Sell
2023
Q3
$188K Buy
2023
Q2
$194K Buy
2023
Q1
$180K Buy
2022
Q4
$168K Buy