Glass Jacobson Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $109K | Buy |
2,785
+12
| +0.4% | +$471 | 0.04% | 223 |
|
|
2025
Q1 | $105K | Hold |
2,773
| – | – | 0.03% | 291 |
|
|
2024
Q4 | $105K | Buy |
2,773
+10
| +0.4% | +$379 | 0.03% | 291 |
|
|
2024
Q3 | $103K | Buy |
2,763
+6
| +0.2% | +$223 | 0.03% | 273 |
|
|
2024
Q2 | $96.1K | Buy |
2,757
+7
| +0.3% | +$244 | 0.04% | 275 |
|
|
2024
Q1 | $94.6K | Buy |
2,750
+2,516
| +1,075% | +$86.6K | 0.04% | 282 |
|
|
2023
Q4 | $7.29K | Hold |
234
| – | – | ﹤0.01% | 552 |
|
|
2023
Q3 | $6.49K | Hold |
234
| – | – | ﹤0.01% | 537 |
|
|
2023
Q2 | $6.72K | Buy |
+234
| New | +$6.72K | ﹤0.01% | 545 |
|