Clearstead 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 | $165K | Hold |
4,193
| – | – | ﹤0.01% | 928 |
|
|
2025
Q1 | $150K | Buy |
4,193
+770
| +22% | +$27.6K | ﹤0.01% | 891 |
|
|
2024
Q4 | $130K | Hold |
3,423
| – | – | ﹤0.01% | 957 |
|
|
2024
Q3 | $127K | Hold |
3,423
| – | – | ﹤0.01% | 970 |
|
|
2024
Q2 | $119K | Hold |
3,423
| – | – | ﹤0.01% | 958 |
|
|
2024
Q1 | $116K | Buy |
+3,423
| New | +$116K | 0.01% | 576 |
|