Envestnet Asset Management’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 | $1.35M | Buy |
34,298
+20,586
| +150% | +$808K | ﹤0.01% | 3079 |
|
|
2025
Q1 | $491K | Buy |
13,712
+600
| +5% | +$21.5K | ﹤0.01% | 3638 |
|
|
2024
Q4 | $497K | Buy |
13,112
+3,390
| +35% | +$128K | ﹤0.01% | 3587 |
|
|
2024
Q3 | $361K | Sell |
9,722
-22
| -0.2% | -$818 | ﹤0.01% | 3707 |
|
|
2024
Q2 | $340K | Sell |
9,744
-150
| -2% | -$5.23K | ﹤0.01% | 3654 |
|
|
2024
Q1 | $340K | Buy |
9,894
+1,504
| +18% | +$51.8K | ﹤0.01% | 3655 |
|
|
2023
Q4 | $261K | Sell |
8,390
-7
| -0.1% | -$218 | ﹤0.01% | 3688 |
|
|
2023
Q3 | $233K | Buy |
+8,397
| New | +$233K | ﹤0.01% | 3659 |
|