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Cassaday & Co Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Cassaday & Co Wealth Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$274K Hold
7,205
– – 0.01% 288
2025
Q1 		$243K Sell
7,205
-50
-0.7% -$1.68K 0.01% 286
2024
Q4 		$240K Buy
7,255
+301
+4% +$9.97K 0.01% 288
2024
Q3 		$246K Buy
+6,954
New +$246K 0.01% 273