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Geometric Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Geometric Wealth Advisors’s Portfolio DFSI Stock Details DFSI Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$442K Sell
11,208
-2,286
-17% -$90.1K 0.07% 50
2025
Q1 		$471K Buy
13,494
+34
+0.3% +$1.19K 0.08% 46
2024
Q4 		$442K Buy
13,460
+2,108
+19% +$69.3K 0.08% 45
2024
Q3 		$406K Buy
+11,352
New +$406K 0.08% 48