Envestnet Asset Management
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Envestnet Asset Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Envestnet Asset Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.35M Buy
2025
Q1 		$491K Buy
2024
Q4 		$497K Buy
2024
Q3 		$361K Sell
2024
Q2 		$340K Sell
2024
Q1 		$340K Buy
2023
Q4 		$261K Sell
2023
Q3 		$233K Buy