Family Wealth Partners’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	$264K	Sell	6,709 -284	-4%	-$11.2K	0.11%	57
2025 Q1	$244K	Buy	6,993 +377	+6%	+$13.2K	0.11%	45
2024 Q4	$217K	Buy	6,616 +83	+1%	+$2.73K	0.1%	41
2024 Q3	$233K	Buy	6,533 +80	+1%	+$2.86K	0.12%	42
2024 Q2	$213K	Buy	+6,453	New	+$213K	0.11%	41