Exencial Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $568K | Sell |
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|
2025
Q2 | $554K | Hold |
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|
2025
Q1 | $490K | Hold |
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|
2024
Q4 | $482K | Hold |
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|
2024
Q3 | $516K | Sell |
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|
2024
Q2 | $488K | Buy |
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|
2024
Q1 | $390K | Buy |
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|
2023
Q4 | $360K | Buy |
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|
2023
Q3 | $330K | Hold |
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|
2023
Q2 | $342K | Hold |
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|
2023
Q1 | $336K | Buy |
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|
2022
Q4 | $316K | Buy |
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