Grand Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $250K | Buy |
6,560
+29
| +0.4% | +$1.1K | 0.13% | 36 |
|
|
2025
Q1 | $220K | Sell |
6,531
-437
| -6% | -$14.7K | 0.12% | 36 |
|
|
2024
Q4 | $231K | Buy |
6,968
+601
| +9% | +$19.9K | 0.13% | 33 |
|
|
2024
Q3 | $226K | Buy |
6,367
+1,159
| +22% | +$41.1K | 0.13% | 34 |
|
|
2024
Q2 | $174K | Sell |
5,208
-4,064
| -44% | -$136K | 0.1% | 37 |
|
|
2024
Q1 | $299K | Buy |
9,272
+1,877
| +25% | +$60.4K | 0.14% | 37 |
|
|
2023
Q4 | $234K | Sell |
7,395
-475
| -6% | -$15K | 0.13% | 40 |
|
|
2023
Q3 | $231K | Buy |
7,870
+692
| +10% | +$20.3K | 0.14% | 37 |
|
|
2023
Q2 | $219K | Buy |
7,178
+2,495
| +53% | +$76K | 0.13% | 39 |
|
|
2023
Q1 | $140K | Sell |
4,683
-370
| -7% | -$11.1K | 0.08% | 41 |
|
|
2022
Q4 | $142K | Buy |
+5,053
| New | +$142K | 0.09% | 42 |
|