CCMI
Creative Capital Management Investments’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $681K | Buy |
17,347
+137
| +0.8% | +$5.38K | 0.24% | 23 |
|
|
2025
Q1 | $616K | Sell |
17,210
-1,008
| -6% | -$36.1K | 0.24% | 24 |
|
|
2024
Q4 | $690K | Sell |
18,218
-1,125
| -6% | -$42.6K | 0.29% | 24 |
|
|
2024
Q3 | $719K | Buy |
19,343
+9,975
| +106% | +$371K | 0.3% | 22 |
|
|
2024
Q2 | $327K | Hold |
9,368
| – | – | 0.16% | 28 |
|
|
2024
Q1 | $322K | Buy |
9,368
+4,361
| +87% | +$150K | 0.17% | 27 |
|
|
2023
Q4 | $156K | Buy |
5,007
+474
| +10% | +$14.8K | 0.09% | 42 |
|
|
2023
Q3 | $126K | Buy |
4,533
+1,730
| +62% | +$48K | 0.09% | 50 |
|
|
2023
Q2 | $80.5K | Hold |
2,803
| – | – | 0.06% | 69 |
|
|
2023
Q1 | $74.6K | Buy |
+2,803
| New | +$74.6K | 0.05% | 83 |
|