Belpointe 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-3,584
| Closed | -$133K | – | 884 |
|
|
2024
Q3 | $133K | Buy |
3,584
+61
| +2% | +$2.27K | 0.01% | 831 |
|
|
2024
Q2 | $123K | Buy |
+3,523
| New | +$123K | 0.01% | 749 |
|
|
2024
Q1 | – | Sell |
-57,925
| Closed | -$1.8M | – | 797 |
|
|
2023
Q4 | $1.8M | Buy |
57,925
+44,759
| +340% | +$1.39M | 0.16% | 126 |
|
|
2023
Q3 | $365K | Buy |
13,166
+3,526
| +37% | +$97.8K | 0.04% | 416 |
|
|
2023
Q2 | $277K | Buy |
9,640
+9,500
| +6,786% | +$273K | 0.03% | 481 |
|
|
2023
Q1 | $3.73K | Buy |
+140
| New | +$3.73K | ﹤0.01% | 3119 |
|