BetterWealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $741K | Buy |
14,131
+584
| +4% | +$30.6K | 0.19% | 33 |
|
|
2025
Q1 | $698K | Sell |
13,547
-3,607
| -21% | -$186K | 0.2% | 33 |
|
|
2024
Q4 | $874K | Buy |
17,154
+1,264
| +8% | +$64.4K | 0.24% | 33 |
|
|
2024
Q3 | $845K | Sell |
15,890
-485
| -3% | -$25.8K | 0.25% | 30 |
|
|
2024
Q2 | $837K | Buy |
16,375
+382
| +2% | +$19.5K | 0.27% | 28 |
|
|
2024
Q1 | $828K | Buy |
15,993
+831
| +5% | +$43K | 0.27% | 29 |
|
|
2023
Q4 | $787K | Buy |
15,162
+583
| +4% | +$30.3K | 0.27% | 30 |
|
|
2023
Q3 | $727K | Sell |
14,579
-90
| -0.6% | -$4.49K | 0.29% | 25 |
|
|
2023
Q2 | $750K | Buy |
14,669
+518
| +4% | +$26.5K | 0.29% | 23 |
|
|
2023
Q1 | $734K | Buy |
+14,151
| New | +$734K | 0.3% | 23 |
|