Grand Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $720K | Buy |
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|
2025
Q2 | $586K | Sell |
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|
2025
Q1 | $525K | Sell |
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|
2024
Q4 | $508K | Buy |
|
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|
2024
Q3 | $541K | Sell |
|
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|
2024
Q2 | $521K | Sell |
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|
2024
Q1 | $559K | Sell |
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|
2023
Q4 | $568K | Sell |
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|
2023
Q3 | $532K | Sell |
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|
2023
Q2 | $704K | Buy |
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|
2023
Q1 | $461K | Buy |
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|
2022
Q4 | $419K | Buy |
|