Grand Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $296K | Buy |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $220K | Sell |
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|
2024
Q4 | $231K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $174K | Sell |
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|
2024
Q1 | $299K | Buy |
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|
2023
Q4 | $234K | Sell |
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|
2023
Q3 | $231K | Buy |
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|
2023
Q2 | $219K | Buy |
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|
2023
Q1 | $140K | Sell |
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|
2022
Q4 | $142K | Buy |
|