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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$307K Hold
2025
Q2
$283K Hold
2025
Q1
$259K Buy
2024
Q4
$226K Hold
2024
Q3
$222K Sell
2024
Q2
$209K Buy