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Diversify Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Diversify Wealth Management’s Portfolio DFSB Stock Details DFSB Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-16,819
Closed -$847K – 516
2024
Q4 		$847K Buy
16,819
+573
+4% +$28.8K 0.07% 245
2024
Q3 		$847K Sell
16,246
-86
-0.5% -$4.49K 0.08% 219
2024
Q2 		$855K Buy
+16,332
New +$855K 0.11% 181