Commonwealth Equity Services’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
$3.24M Buy
82,616
+3,955
+5% +$155K ﹤0.01% 1640
2025
Q1
$2.82M Buy
78,661
+2,395
+3% +$85.8K ﹤0.01% 1674
2024
Q4
$2.89M Buy
76,266
+4,823
+7% +$183K ﹤0.01% 1610
2024
Q3
$2.66M Buy
71,443
+3,770
+6% +$140K ﹤0.01% 1622
2024
Q2
$2.36M Buy
67,673
+5,576
+9% +$194K ﹤0.01% 1682
2024
Q1
$2.14M Sell
62,097
-1,674
-3% -$57.6K ﹤0.01% 1738
2023
Q4
$1.99M Buy
63,771
+165
+0.3% +$5.14K ﹤0.01% 1704
2023
Q3
$1.77M Buy
63,606
+1,776
+3% +$49.3K ﹤0.01% 1689
2023
Q2
$1.78M Buy
61,830
+13,378
+28% +$384K ﹤0.01% 1708
2023
Q1
$1.29K Buy
+48,452
New +$1.29K ﹤0.01% 1868