Forum Financial Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.8M Sell
2025
Q2
$11.4M Sell
2025
Q1
$10.4M Sell
2024
Q4
$9.89M Buy
2024
Q3
$10.2M Buy
2024
Q2
$9.17M Buy
2024
Q1
$8.82M Buy
2023
Q4
$7.73M Buy
2023
Q3
$3.62M Buy
2023
Q2
$1.44M Buy
2023
Q1
$526K Buy
2022
Q4
$242K Buy