Grand Wealth Management’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 | $586K | Sell |
14,866
-186
| -1% | -$7.33K | 0.3% | 24 |
|
|
2025
Q1 | $525K | Sell |
15,052
-401
| -3% | -$14K | 0.29% | 23 |
|
|
2024
Q4 | $508K | Buy |
15,453
+321
| +2% | +$10.5K | 0.28% | 24 |
|
|
2024
Q3 | $541K | Sell |
15,132
-674
| -4% | -$24.1K | 0.31% | 24 |
|
|
2024
Q2 | $521K | Sell |
15,806
-805
| -5% | -$26.5K | 0.31% | 24 |
|
|
2024
Q1 | $559K | Sell |
16,611
-1,110
| -6% | -$37.4K | 0.27% | 30 |
|
|
2023
Q4 | $568K | Sell |
17,721
-809
| -4% | -$25.9K | 0.31% | 27 |
|
|
2023
Q3 | $532K | Sell |
18,530
-4,604
| -20% | -$132K | 0.33% | 28 |
|
|
2023
Q2 | $704K | Buy |
23,134
+7,780
| +51% | +$237K | 0.42% | 25 |
|
|
2023
Q1 | $461K | Buy |
15,354
+280
| +2% | +$8.41K | 0.28% | 29 |
|
|
2022
Q4 | $419K | Buy |
+15,074
| New | +$419K | 0.26% | 30 |
|