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Balanced Rock Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Balanced Rock Investment Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$914K Buy
23,297
+2,200
+10% +$86.4K 0.72% 37
2025
Q1 		$755K Buy
21,097
+2,873
+16% +$103K 0.6% 34
2024
Q4 		$691K Buy
+18,224
New +$691K 0.55% 36