Elevation Wealth Partners’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $429K | Buy |
+10,892
| New | +$429K | 0.17% | 78 |
|
|
2024
Q3 | – | Sell |
-460
| Closed | -$15.2K | – | 499 |
|
|
2024
Q2 | $15.2K | Buy |
460
+6
| +1% | +$198 | 0.01% | 314 |
|
|
2024
Q1 | $15.3K | Buy |
454
+2
| +0.4% | +$67 | 0.01% | 316 |
|
|
2023
Q4 | $13K | Hold |
452
| – | – | 0.01% | 311 |
|
|
2023
Q3 | $13K | Buy |
+452
| New | +$13K | 0.01% | 230 |
|