Balanced Rock Investment Advisors’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
Q2
$8.12M Buy
206,030
+4,971
+2% +$196K 6.37% 1
2025
Q1
$7.01M Buy
201,059
+3,192
+2% +$111K 5.59% 5
2024
Q4
$6.5M Buy
+197,867
New +$6.5M 5.14% 5