HighTower 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 | $502K | Buy |
12,788
+3,986
| +45% | +$156K | ﹤0.01% | 2517 |
|
2025
Q1 | $315K | Buy |
8,802
+6
| +0.1% | +$215 | ﹤0.01% | 2808 |
|
2024
Q4 | $333K | Buy |
8,796
+1,903
| +28% | +$72.1K | ﹤0.01% | 2792 |
|
2024
Q3 | $257K | Hold |
6,893
| – | – | ﹤0.01% | 2920 |
|
2024
Q2 | $240K | Hold |
6,893
| – | – | ﹤0.01% | 2874 |
|
2024
Q1 | $237K | Buy |
6,893
+5
| +0.1% | +$172 | ﹤0.01% | 2854 |
|
2023
Q4 | $214K | Buy |
+6,888
| New | +$214K | ﹤0.01% | 2938 |
|