Belpointe Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
2024
Q3
$133K Buy
2024
Q2
$123K Buy
2024
Q1
Sell
2023
Q4
$1.8M Buy
2023
Q3
$365K Buy
2023
Q2
$277K Buy
2023
Q1
$3.73K Buy