Corient Private Wealth’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 | $5.93M | Sell |
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|
2025
Q1 | $6.88M | Sell |
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|
2024
Q4 | $7.29M | Sell |
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|
2024
Q3 | $7.53M | Buy |
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|
2024
Q2 | $7.01M | Sell |
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|
2024
Q1 | $6.98M | Sell |
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|
2023
Q4 | $6.49M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $5.47M | Buy |
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|
2023
Q1 | $4.56M | Buy |
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|
2022
Q4 | $2.65M | Buy |
|