Forvis Mazars Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$451K Hold
2025
Q1
$411K Sell
2024
Q4
$447K Hold
2024
Q3
$439K Sell
2024
Q2
$413K Sell
2024
Q1
$423K Sell
2023
Q4
$395K Sell
2023
Q3
$456K Buy
2023
Q2
$461K Buy
2023
Q1
$419K Buy