Cardinal Point Capital 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.21M | Sell |
183,755
-175
| -0.1% | -$6.87K | 0.57% | 46 |
|
|
2025
Q1 | $6.59M | Buy |
183,930
+6,800
| +4% | +$244K | 0.61% | 44 |
|
|
2024
Q4 | $6.71M | Buy |
177,130
+6,320
| +4% | +$240K | 1.07% | 16 |
|
|
2024
Q3 | $6.35M | Buy |
170,810
+11,800
| +7% | +$439K | 1.06% | 16 |
|
|
2024
Q2 | $5.54M | Buy |
159,010
+134,570
| +551% | +$4.69M | 0.96% | 16 |
|
|
2024
Q1 | $841K | Buy |
+24,440
| New | +$841K | 0.16% | 30 |
|