Cahill Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.35M | Buy |
34,385
+417
| +1% | +$16.4K | 0.17% | 90 |
|
|
2025
Q1 | $1.22M | Buy |
33,968
+5,028
| +17% | +$180K | 0.17% | 97 |
|
|
2024
Q4 | $1.1M | Sell |
28,940
-5,180
| -15% | -$196K | 0.15% | 113 |
|
|
2024
Q3 | $1.27M | Sell |
34,120
-165
| -0.5% | -$6.14K | 0.17% | 92 |
|
|
2024
Q2 | $1.2M | Sell |
34,285
-98
| -0.3% | -$3.42K | 0.16% | 107 |
|
|
2024
Q1 | $1.18M | Buy |
34,383
+11,983
| +53% | +$412K | 0.16% | 110 |
|
|
2023
Q4 | $697K | Buy |
22,400
+11,240
| +101% | +$350K | 0.1% | 144 |
|
|
2023
Q3 | $310K | Buy |
+11,160
| New | +$310K | 0.05% | 190 |
|