Envision Financial Planning’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Envision Financial Planning’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	$430K	Buy
2025 Q1	$391K	Sell
2024 Q4	$422K	Buy
2024 Q3	$404K	Buy
2024 Q2	$218K	Buy