Belpointe Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-1,116
| Closed | -$39.9K | – | 883 |
|
|
2024
Q3 | $39.9K | Buy |
1,116
+16
| +1% | +$572 | ﹤0.01% | 859 |
|
|
2024
Q2 | $36.2K | Buy |
+1,100
| New | +$36.2K | ﹤0.01% | 774 |
|
|
2024
Q1 | – | Sell |
-24,184
| Closed | -$775K | – | 796 |
|
|
2023
Q4 | $775K | Buy |
+24,184
| New | +$775K | 0.07% | 263 |
|
|
2023
Q2 | – | Sell |
-35
| Closed | -$1.05K | – | 1237 |
|
|
2023
Q1 | $1.05K | Buy |
+35
| New | +$1.05K | ﹤0.01% | 3463 |
|