Grand Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $304K | Buy |
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|
2025
Q2 | $281K | Buy |
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|
2025
Q1 | $93.7K | Sell |
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|
2024
Q4 | $152K | Buy |
|
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|
2024
Q3 | $98.4K | Buy |
|
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|
2024
Q2 | $76.9K | Sell |
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|
2024
Q1 | $558K | Hold |
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|
2023
Q4 | $505K | Sell |
|
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|
2023
Q3 | $451K | Buy |
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|
2023
Q2 | $462K | Buy |
|
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|
2023
Q1 | $305K | Buy |
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|
2022
Q4 | $274K | Buy |
|