EP Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$559K	Sell	14,177 -9,521	-40%	-$375K	﹤0.01%	741
2025 Q1	$827K	Sell	23,698 -14,066	-37%	-$491K	0.01%	550
2024 Q4	$1.24M	Buy	+37,764	New	+$1.24M	0.01%	445