Grand Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $281K | Buy |
7,162
+4,544
| +174% | +$178K | 0.14% | 31 |
|
|
2025
Q1 | $93.7K | Sell |
2,618
-1,399
| -35% | -$50.1K | 0.05% | 48 |
|
|
2024
Q4 | $152K | Buy |
4,017
+1,371
| +52% | +$52K | 0.08% | 38 |
|
|
2024
Q3 | $98.4K | Buy |
2,646
+441
| +20% | +$16.4K | 0.06% | 44 |
|
|
2024
Q2 | $76.9K | Sell |
2,205
-14,011
| -86% | -$488K | 0.05% | 45 |
|
|
2024
Q1 | $558K | Hold |
16,216
| – | – | 0.27% | 31 |
|
|
2023
Q4 | $505K | Sell |
16,216
-37
| -0.2% | -$1.15K | 0.27% | 29 |
|
|
2023
Q3 | $451K | Buy |
16,253
+150
| +0.9% | +$4.16K | 0.28% | 30 |
|
|
2023
Q2 | $462K | Buy |
16,103
+4,664
| +41% | +$134K | 0.27% | 29 |
|
|
2023
Q1 | $305K | Buy |
11,439
+465
| +4% | +$12.4K | 0.18% | 33 |
|
|
2022
Q4 | $274K | Buy |
+10,974
| New | +$274K | 0.17% | 34 |
|