EP Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2024
Q4
Sell
-3,020
Closed -$161K 1257
2024
Q3
$161K Buy
+3,020
New +$161K ﹤0.01% 1089