Foundation Wealth Management (Pennsylvania)’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
$2.52M Buy
2025
Q2
$2.33M Buy
2025
Q1
$2.12M Hold
2024
Q4
$2.25M Buy