Elser Financial Planning’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
Q1
Sell
-221,004
Closed -$8.38M 82
2024
Q4
$8.38M Buy
+221,004
New +$8.38M 0.5% 14
2024
Q3
Sell
-212,323
Closed -$7.4M 81
2024
Q2
$7.4M Buy
+212,323
New +$7.4M 1.24% 13