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Diversify Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Diversify Wealth Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-18,558
Closed -$696K – 518
2024
Q4 		$696K Hold
18,558
– – 0.05% 281
2024
Q3 		$694K Sell
18,558
-1,855
-9% -$69.4K 0.07% 244
2024
Q2 		$685K Buy
+20,413
New +$685K 0.09% 214