Grand Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $238K | Buy |
4,545
+108
| +2% | +$5.66K | 0.12% | 39 |
|
|
2025
Q1 | $229K | Hold |
4,437
| – | – | 0.13% | 33 |
|
|
2024
Q4 | $226K | Buy |
4,437
+479
| +12% | +$24.4K | 0.13% | 34 |
|
|
2024
Q3 | $210K | Buy |
3,958
+16
| +0.4% | +$851 | 0.12% | 37 |
|
|
2024
Q2 | $201K | Sell |
3,942
-508
| -11% | -$26K | 0.12% | 36 |
|
|
2024
Q1 | $230K | Buy |
4,450
+567
| +15% | +$29.4K | 0.11% | 41 |
|
|
2023
Q4 | $202K | Buy |
3,883
+998
| +35% | +$51.8K | 0.11% | 44 |
|
|
2023
Q3 | $144K | Buy |
2,885
+10
| +0.3% | +$499 | 0.09% | 43 |
|
|
2023
Q2 | $147K | Buy |
2,875
+676
| +31% | +$34.6K | 0.09% | 43 |
|
|
2023
Q1 | $114K | Buy |
+2,199
| New | +$114K | 0.07% | 42 |
|