Clearstead Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$165K Hold
2025
Q1
$150K Buy
2024
Q4
$130K Hold
2024
Q3
$127K Hold
2024
Q2
$119K Hold
2024
Q1
$116K Buy