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EP Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

EP Wealth Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$157K Sell
4,002
-45
-1% -$1.77K ﹤0.01% 1308
2025
Q1 		$145K Buy
+4,047
New +$145K ﹤0.01% 1194