Chicago Partners Investment Group’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 | $2.97M | Sell |
73,200
-154
| -0.2% | -$6.24K | 0.09% | 201 |
|
|
2025
Q1 | $2.63M | Sell |
73,354
-1,209
| -2% | -$43.3K | 0.09% | 198 |
|
|
2024
Q4 | $2.84M | Buy |
74,563
+1,637
| +2% | +$62.4K | 0.09% | 181 |
|
|
2024
Q3 | $2.73M | Buy |
72,926
+1,702
| +2% | +$63.7K | 0.1% | 174 |
|
|
2024
Q2 | $2.52M | Buy |
71,224
+9,862
| +16% | +$350K | 0.1% | 183 |
|
|
2024
Q1 | $2.02M | Buy |
61,362
+9,792
| +19% | +$323K | 0.09% | 205 |
|
|
2023
Q4 | $1.63M | Buy |
51,570
+891
| +2% | +$28.1K | 0.08% | 227 |
|
|
2023
Q3 | $1.37M | Sell |
50,679
-1,559
| -3% | -$42.2K | 0.07% | 236 |
|
|
2023
Q2 | $1.54M | Buy |
+52,238
| New | +$1.54M | 0.08% | 227 |
|