Glassman Wealth Services’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $359K | Buy |
9,110
+5,088
| +127% | +$201K | 0.06% | 54 |
|
|
2025
Q1 | $140K | Buy |
4,022
+818
| +26% | +$28.5K | 0.02% | 78 |
|
|
2024
Q4 | $105K | Buy |
3,204
+217
| +7% | +$7.13K | 0.02% | 83 |
|
|
2024
Q3 | $107K | Buy |
2,987
+91
| +3% | +$3.25K | 0.02% | 86 |
|
|
2024
Q2 | $95.4K | Sell |
2,896
-1,089
| -27% | -$35.9K | 0.02% | 94 |
|
|
2024
Q1 | $134K | Buy |
3,985
+641
| +19% | +$21.6K | 0.03% | 77 |
|
|
2023
Q4 | $107K | Buy |
3,344
+265
| +9% | +$8.49K | 0.02% | 286 |
|
|
2023
Q3 | $88.4K | Buy |
3,079
+643
| +26% | +$18.5K | 0.01% | 300 |
|
|
2023
Q2 | $74.2K | Hold |
2,436
| – | – | 0.01% | 320 |
|
|
2023
Q1 | $73.2K | Hold |
2,436
| – | – | 0.01% | 322 |
|
|
2022
Q4 | $67.7K | Buy |
+2,436
| New | +$67.7K | 0.01% | 348 |
|