Delap Wealth Advisory’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-36,355	Closed	-$1.3M	–	79
2025 Q1	$1.3M	Sell	36,355 -9,877	-21%	-$354K	0.73%	29
2024 Q4	$1.75M	Buy	46,232 +11,404	+33%	+$432K	1.05%	25
2024 Q3	$1.29M	Buy	+34,828	New	+$1.29M	0.82%	25