Heritage Financial Services’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 | $7.04M | Sell |
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|
2025
Q2 | $6.83M | Buy |
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|
2025
Q1 | $6.01M | Sell |
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|
2024
Q4 | $5.84M | Buy |
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|
2024
Q3 | $5.93M | Buy |
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|
2024
Q2 | $5.32M | Sell |
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|
2024
Q1 | $5.44M | Buy |
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|
2023
Q4 | $3.92M | Buy |
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|
2023
Q3 | $3.4M | Buy |
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|
2023
Q2 | $3.53M | Buy |
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|
2023
Q1 | $2.58M | Sell |
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|
2022
Q4 | $2.4M | Buy |
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