Forum Financial Management’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 | $11.4M | Sell |
289,109
-9,110
| -3% | -$359K | 0.17% | 31 |
|
|
2025
Q1 | $10.4M | Sell |
298,219
-2,894
| -1% | -$101K | 0.17% | 35 |
|
|
2024
Q4 | $9.89M | Buy |
301,113
+16,592
| +6% | +$545K | 0.16% | 35 |
|
|
2024
Q3 | $10.2M | Buy |
284,521
+6,222
| +2% | +$222K | 0.17% | 35 |
|
|
2024
Q2 | $9.17M | Buy |
278,299
+16,439
| +6% | +$542K | 0.17% | 33 |
|
|
2024
Q1 | $8.82M | Buy |
261,860
+20,614
| +9% | +$694K | 0.15% | 39 |
|
|
2023
Q4 | $7.73M | Buy |
241,246
+115,108
| +91% | +$3.69M | 0.15% | 37 |
|
|
2023
Q3 | $3.62M | Buy |
126,138
+78,889
| +167% | +$2.26M | 0.08% | 52 |
|
|
2023
Q2 | $1.44M | Buy |
47,249
+29,729
| +170% | +$905K | 0.03% | 115 |
|
|
2023
Q1 | $526K | Buy |
17,520
+8,825
| +101% | +$265K | 0.02% | 252 |
|
|
2022
Q4 | $242K | Buy |
+8,695
| New | +$242K | 0.01% | 472 |
|