DiNuzzo Private Wealth’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $597K | Sell |
11,387
-885
| -7% | -$46.4K | 0.07% | 52 |
|
2025
Q1 | $632K | Buy |
12,272
+145
| +1% | +$7.47K | 0.08% | 47 |
|
2024
Q4 | $618K | Sell |
12,127
-168
| -1% | -$8.56K | 0.08% | 46 |
|
2024
Q3 | $654K | Buy |
12,295
+75
| +0.6% | +$3.99K | 0.08% | 44 |
|
2024
Q2 | $624K | Sell |
12,220
-2,456
| -17% | -$126K | 0.08% | 36 |
|
2024
Q1 | $760K | Buy |
14,676
+278
| +2% | +$14.4K | 0.1% | 33 |
|
2023
Q4 | $747K | Buy |
+14,398
| New | +$747K | 0.11% | 34 |
|