Bellevue Asset 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
$129K Buy
3,292
+8
+0.2% +$314 0.06% 93
2025
Q1
$118K Buy
3,284
+7
+0.2% +$251 0.06% 94
2024
Q4
$124K Hold
3,277
0.06% 90
2024
Q3
$122K Hold
3,277
0.06% 89
2024
Q2
$114K Buy
+3,277
New +$114K 0.06% 90