Elevation Wealth Partners’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 | $5.73M | Buy |
145,904
+140,690
| +2,698% | +$5.52M | 2.26% | 9 |
|
|
2025
Q1 | $187K | Buy |
5,214
+169
| +3% | +$6.05K | 0.08% | 113 |
|
|
2024
Q4 | $191K | Buy |
5,045
+18
| +0.4% | +$682 | 0.08% | 114 |
|
|
2024
Q3 | $187K | Buy |
5,027
+2,099
| +72% | +$78K | 0.08% | 120 |
|
|
2024
Q2 | $102K | Buy |
2,928
+489
| +20% | +$17K | 0.05% | 159 |
|
|
2024
Q1 | $83.9K | Sell |
2,439
-29
| -1% | -$998 | 0.04% | 176 |
|
|
2023
Q4 | $68.5K | Hold |
2,468
| – | – | 0.04% | 184 |
|
|
2023
Q3 | $68.5K | Buy |
2,468
+1,660
| +205% | +$46.1K | 0.06% | 127 |
|
|
2023
Q2 | $23.2K | Buy |
+808
| New | +$23.2K | 0.02% | 207 |
|