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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$283K	Hold	7,221	–	–	0.01%	436
2025 Q1	$259K	Buy	7,221 +1,256	+21%	+$45K	0.01%	442
2024 Q4	$226K	Hold	5,965	–	–	0.01%	461
2024 Q3	$222K	Sell	5,965 -25	-0.4%	-$930	0.01%	463
2024 Q2	$209K	Buy	+5,990	New	+$209K	0.01%	462