Elevate Wealth Advisory’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 | $47.6K | Hold |
907
| – | – | 0.03% | 102 |
|
|
2025
Q1 | $46.7K | Hold |
907
| – | – | 0.03% | 101 |
|
|
2024
Q4 | $46.2K | Hold |
907
| – | – | 0.03% | 93 |
|
|
2024
Q3 | $48.2K | Sell |
907
-407
| -31% | -$21.6K | 0.04% | 95 |
|
|
2024
Q2 | $67.1K | Buy |
+1,314
| New | +$67.1K | 0.05% | 79 |
|
|
2024
Q1 | – | Sell |
-351
| Closed | -$18.2K | – | 107 |
|
|
2023
Q4 | $18.2K | Buy |
+351
| New | +$18.2K | 0.02% | 97 |
|