Cook Wealth’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-30,153
| Closed | -$1.02M | – | 11 |
|
|
2025
Q1 | $1.02M | Sell |
30,153
-107
| -0.4% | -$3.63K | 0.5% | 25 |
|
|
2024
Q4 | $1.01M | Buy |
30,260
+144
| +0.5% | +$4.81K | 0.47% | 25 |
|
|
2024
Q3 | $1.04M | Sell |
30,116
-4,421
| -13% | -$153K | 0.52% | 24 |
|
|
2024
Q2 | $1.14M | Buy |
34,537
+151
| +0.4% | +$5K | 0.62% | 23 |
|
|
2024
Q1 | $1.14M | Buy |
34,386
+4,751
| +16% | +$157K | 0.69% | 20 |
|
|
2023
Q4 | $904K | Buy |
+29,635
| New | +$904K | 0.57% | 21 |
|