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