EnRich Financial 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 | $1.31M | Sell |
33,453
-3,609
| -10% | -$142K | 0.4% | 24 |
|
|
2025
Q1 | $1.33M | Sell |
37,062
-1,643
| -4% | -$58.8K | 0.45% | 24 |
|
|
2024
Q4 | $1.47M | Buy |
38,705
+3
| +0% | +$114 | 0.49% | 23 |
|
|
2024
Q3 | $1.44M | Sell |
38,702
-55
| -0.1% | -$2.05K | 0.48% | 24 |
|
|
2024
Q2 | $1.35M | Sell |
38,757
-236
| -0.6% | -$8.23K | 0.5% | 23 |
|
|
2024
Q1 | $1.34M | Sell |
38,993
-1,248
| -3% | -$42.9K | 0.5% | 23 |
|
|
2023
Q4 | $1.25M | Buy |
+40,241
| New | +$1.25M | 0.52% | 23 |
|