Delap Wealth Advisory’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
$404K Sell
10,255
-7,604
-43% -$300K 0.19% 52
2025
Q1
$623K Hold
17,859
0.35% 40
2024
Q4
$587K Buy
17,859
+8,714
+95% +$286K 0.35% 37
2024
Q3
$327K Buy
+9,145
New +$327K 0.21% 43