Cook Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-32,245
| Closed | -$1.18M | – | 10 |
|
|
2025
Q1 | $1.18M | Sell |
32,245
-254
| -0.8% | -$9.29K | 0.57% | 22 |
|
|
2024
Q4 | $1.11M | Buy |
32,499
+303
| +0.9% | +$10.3K | 0.52% | 24 |
|
|
2024
Q3 | $1.1M | Sell |
32,196
-1,618
| -5% | -$55.2K | 0.55% | 23 |
|
|
2024
Q2 | $1.12M | Buy |
33,814
+147
| +0.4% | +$4.89K | 0.61% | 24 |
|
|
2024
Q1 | $1.1M | Buy |
33,667
+4,887
| +17% | +$160K | 0.66% | 21 |
|
|
2023
Q4 | $908K | Buy |
+28,780
| New | +$908K | 0.58% | 20 |
|