Investment Advisory Group’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
Q2 | $787K | Hold |
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|
2025
Q1 | $718K | Sell |
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|
2024
Q4 | $768K | Hold |
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|
2024
Q3 | $754K | Hold |
|
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|
2024
Q2 | $707K | Hold |
|
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|
2024
Q1 | $697K | Hold |
|
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|
2023
Q4 | $631K | Hold |
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|
2023
Q3 | $562K | Hold |
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|
2023
Q2 | $582K | Hold |
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|
2023
Q1 | $540K | Hold |
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|
2022
Q4 | $505K | Buy |
|