Glassman Wealth Services’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 | $447K | Buy |
11,379
+4,037
| +55% | +$158K | 0.07% | 47 |
|
|
2025
Q1 | $263K | Buy |
7,342
+1,902
| +35% | +$68.1K | 0.04% | 62 |
|
|
2024
Q4 | $206K | Buy |
5,440
+1,085
| +25% | +$41.1K | 0.03% | 65 |
|
|
2024
Q3 | $162K | Buy |
4,355
+318
| +8% | +$11.8K | 0.03% | 73 |
|
|
2024
Q2 | $141K | Buy |
4,037
+259
| +7% | +$9.03K | 0.03% | 81 |
|
|
2024
Q1 | $130K | Buy |
3,778
+657
| +21% | +$22.6K | 0.03% | 79 |
|
|
2023
Q4 | $97.2K | Buy |
3,121
+2,836
| +995% | +$88.3K | 0.01% | 306 |
|
|
2023
Q3 | $7.91K | Hold |
285
| – | – | ﹤0.01% | 921 |
|
|
2023
Q2 | $8.18K | Hold |
285
| – | – | ﹤0.01% | 864 |
|
|
2023
Q1 | $7.59K | Hold |
285
| – | – | ﹤0.01% | 883 |
|
|
2022
Q4 | $7.11K | Buy |
+285
| New | +$7.11K | ﹤0.01% | 929 |
|