Creative Capital Management Investments’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 | $368K | Sell |
9,657
-266
| -3% | -$10.1K | 0.13% | 33 |
|
|
2025
Q1 | $334K | Sell |
9,923
-145
| -1% | -$4.88K | 0.13% | 36 |
|
|
2024
Q4 | $334K | Buy |
10,068
+2,602
| +35% | +$86.2K | 0.14% | 36 |
|
|
2024
Q3 | $264K | Buy |
7,466
+89
| +1% | +$3.15K | 0.11% | 42 |
|
|
2024
Q2 | $247K | Hold |
7,377
| – | – | 0.12% | 39 |
|
|
2024
Q1 | $238K | Buy |
7,377
+2,801
| +61% | +$90.2K | 0.12% | 40 |
|
|
2023
Q4 | $145K | Buy |
4,576
+27
| +0.6% | +$854 | 0.08% | 45 |
|
|
2023
Q3 | $134K | Hold |
4,549
| – | – | 0.09% | 48 |
|
|
2023
Q2 | $138K | Hold |
4,549
| – | – | 0.1% | 47 |
|
|
2023
Q1 | $136K | Buy |
+4,549
| New | +$136K | 0.1% | 58 |
|