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
Q3 | $488K | Hold |
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|
2025
Q2 | $451K | Hold |
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|
2025
Q1 | $411K | Sell |
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|
2024
Q4 | $447K | Hold |
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|
2024
Q3 | $439K | Sell |
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|
2024
Q2 | $413K | Sell |
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|
2024
Q1 | $423K | Sell |
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|
2023
Q4 | $395K | Sell |
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|
2023
Q3 | $456K | Buy |
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|
2023
Q2 | $461K | Buy |
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|
2023
Q1 | $419K | Buy |
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