Forum Financial Management’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 | $16.3M | Buy |
416,004
+19,746
| +5% | +$775K | 0.25% | 26 |
|
|
2025
Q1 | $14.2M | Sell |
396,258
-2,390
| -0.6% | -$85.6K | 0.23% | 27 |
|
|
2024
Q4 | $15.1M | Buy |
398,648
+1,143
| +0.3% | +$43.3K | 0.25% | 26 |
|
|
2024
Q3 | $14.8M | Buy |
397,505
+2,931
| +0.7% | +$109K | 0.25% | 28 |
|
|
2024
Q2 | $13.8M | Buy |
394,574
+18,013
| +5% | +$628K | 0.25% | 28 |
|
|
2024
Q1 | $13M | Buy |
376,561
+21,259
| +6% | +$732K | 0.22% | 30 |
|
|
2023
Q4 | $11.1M | Buy |
355,302
+148,434
| +72% | +$4.62M | 0.21% | 27 |
|
|
2023
Q3 | $5.74M | Buy |
206,868
+117,070
| +130% | +$3.25M | 0.13% | 36 |
|
|
2023
Q2 | $2.58M | Buy |
89,798
+61,591
| +218% | +$1.77M | 0.06% | 66 |
|
|
2023
Q1 | $751K | Buy |
+28,207
| New | +$751K | 0.02% | 183 |
|