Fiduciary Financial Group’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	$1.03M	Buy	26,038 +3,212	+14%	+$127K	0.19%	77
2025 Q1	$765K	Sell	22,826 -20,009	-47%	-$671K	0.17%	87
2024 Q4	$1.61M	Buy	42,835 +6,973	+19%	+$261K	0.35%	45
2024 Q3	$1.33M	Buy	35,862 +9,664	+37%	+$359K	0.31%	51
2024 Q2	$956K	Buy	+26,198	New	+$956K	0.23%	62