Herold Advisors’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	$206K	Sell	5,251 -446	-8%	-$17.5K	0.04%	294
2025 Q1	$204K	Hold	5,697	–	–	0.04%	265
2024 Q4	$216K	Hold	5,697	–	–	0.05%	255
2024 Q3	$212K	Buy	+5,697	New	+$212K	0.05%	255