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Balanced Rock Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Balanced Rock Investment Advisors’s Portfolio DFSE Stock Details DFSE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$3.42M Buy
89,766
+2,654
+3% +$101K 2.68% 10
2025
Q1 		$2.93M Buy
87,112
+3,110
+4% +$105K 2.34% 13
2024
Q4 		$2.78M Buy
+84,002
New +$2.78M 2.2% 15