FirstPurpose Wealth’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
2024
Q1
$693K Buy
20,679
+9,063
+78% +$304K 0.25% 71
2023
Q4
$362K Buy
11,616
+373
+3% +$11.6K 0.14% 135
2023
Q3
$312K Buy
+11,243
New +$312K 0.13% 130