FMWA
Forvis Mazars Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $451K | Hold |
11,481
| – | – | 0.01% | 302 |
|
|
2025
Q1 | $411K | Sell |
11,481
-324
| -3% | -$11.6K | 0.01% | 312 |
|
|
2024
Q4 | $447K | Hold |
11,805
| – | – | 0.01% | 321 |
|
|
2024
Q3 | $439K | Sell |
11,805
-36
| -0.3% | -$1.34K | 0.01% | 334 |
|
|
2024
Q2 | $413K | Sell |
11,841
-443
| -4% | -$15.4K | 0.01% | 315 |
|
|
2024
Q1 | $423K | Sell |
12,284
-403
| -3% | -$13.9K | 0.01% | 310 |
|
|
2023
Q4 | $395K | Sell |
12,687
-3,760
| -23% | -$117K | 0.01% | 305 |
|
|
2023
Q3 | $456K | Buy |
16,447
+401
| +2% | +$11.1K | 0.01% | 284 |
|
|
2023
Q2 | $461K | Buy |
16,046
+324
| +2% | +$9.3K | 0.01% | 301 |
|
|
2023
Q1 | $419K | Buy |
+15,722
| New | +$419K | 0.01% | 286 |
|