Avior Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $266K | Buy |
6,768
+2
| +0% | +$79 | 0.01% | 601 |
|
|
2025
Q1 | $242K | Buy |
6,766
+6,081
| +888% | +$218K | 0.01% | 605 |
|
|
2024
Q4 | $26K | Sell |
685
-122
| -15% | -$4.63K | ﹤0.01% | 1354 |
|
|
2024
Q3 | $30K | Buy |
807
+507
| +169% | +$18.9K | ﹤0.01% | 1283 |
|
|
2024
Q2 | $10.5K | Buy |
300
+1
| +0.3% | +$35 | ﹤0.01% | 1502 |
|
|
2024
Q1 | $10.3K | Buy |
299
+1
| +0.3% | +$34 | ﹤0.01% | 1862 |
|
|
2023
Q4 | $9.31K | Sell |
298
-6,485
| -96% | -$203K | ﹤0.01% | 1000 |
|
|
2023
Q3 | $188K | Buy |
6,783
+24
| +0.4% | +$666 | 0.01% | 539 |
|
|
2023
Q2 | $194K | Buy |
6,759
+15
| +0.2% | +$431 | 0.01% | 529 |
|
|
2023
Q1 | $180K | Buy |
6,744
+10
| +0.1% | +$266 | 0.01% | 543 |
|
|
2022
Q4 | $168K | Buy |
+6,734
| New | +$168K | 0.01% | 492 |
|