Elevate 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 | $13.2K | Hold |
337
| – | – | 0.01% | 123 |
|
|
2025
Q1 | $12.1K | Hold |
337
| – | – | 0.01% | 119 |
|
|
2024
Q4 | $11.1K | Hold |
337
| – | – | 0.01% | 110 |
|
|
2024
Q3 | $12.5K | Buy |
337
+44
| +15% | +$1.64K | 0.01% | 113 |
|
|
2024
Q2 | $10.2K | Buy |
+293
| New | +$10.2K | 0.01% | 107 |
|
|
2024
Q1 | – | Sell |
-2,563
| Closed | -$79.8K | – | 109 |
|
|
2023
Q4 | $79.8K | Buy |
+2,563
| New | +$79.8K | 0.07% | 72 |
|