Cahill Financial Advisors’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 | $521K | Hold |
9,937
| – | – | 0.06% | 166 |
|
|
2025
Q1 | $512K | Buy |
9,937
+9
| +0.1% | +$463 | 0.07% | 163 |
|
|
2024
Q4 | $506K | Sell |
9,928
-562
| -5% | -$28.6K | 0.07% | 159 |
|
|
2024
Q3 | $558K | Buy |
10,490
+27
| +0.3% | +$1.44K | 0.08% | 155 |
|
|
2024
Q2 | $535K | Buy |
10,463
+19
| +0.2% | +$971 | 0.07% | 169 |
|
|
2024
Q1 | $541K | Buy |
10,444
+3,336
| +47% | +$173K | 0.07% | 168 |
|
|
2023
Q4 | $369K | Buy |
7,108
+1,972
| +38% | +$102K | 0.05% | 185 |
|
|
2023
Q3 | $256K | Buy |
+5,136
| New | +$256K | 0.04% | 212 |
|