Forum Financial Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
396,139
+528
| +0.1% | +$20.1K | 0.23% | 27 |
|
|
2025
Q1 | $13.3M | Buy |
395,611
+6,652
| +2% | +$224K | 0.22% | 28 |
|
|
2024
Q4 | $12.9M | Buy |
388,959
+15,875
| +4% | +$526K | 0.21% | 30 |
|
|
2024
Q3 | $13.2M | Buy |
373,084
+16,085
| +5% | +$570K | 0.22% | 29 |
|
|
2024
Q2 | $11.9M | Buy |
356,999
+25,961
| +8% | +$869K | 0.22% | 30 |
|
|
2024
Q1 | $10.7M | Buy |
331,038
+25,539
| +8% | +$822K | 0.18% | 36 |
|
|
2023
Q4 | $9.66M | Buy |
305,499
+120,370
| +65% | +$3.81M | 0.18% | 30 |
|
|
2023
Q3 | $5.44M | Buy |
185,129
+74,510
| +67% | +$2.19M | 0.12% | 40 |
|
|
2023
Q2 | $3.37M | Buy |
110,619
+97,849
| +766% | +$2.98M | 0.08% | 52 |
|
|
2023
Q1 | $382K | Buy |
12,770
+5,318
| +71% | +$159K | 0.01% | 329 |
|
|
2022
Q4 | $210K | Buy |
+7,452
| New | +$210K | 0.01% | 534 |
|