Investment Advisory Group’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 | $787K | Hold |
20,053
| – | – | 0.24% | 80 |
|
|
2025
Q1 | $718K | Sell |
20,053
-216
| -1% | -$7.74K | 0.24% | 82 |
|
|
2024
Q4 | $768K | Hold |
20,269
| – | – | 0.26% | 74 |
|
|
2024
Q3 | $754K | Hold |
20,269
| – | – | 0.26% | 75 |
|
|
2024
Q2 | $707K | Hold |
20,269
| – | – | 0.27% | 70 |
|
|
2024
Q1 | $697K | Hold |
20,269
| – | – | 0.29% | 71 |
|
|
2023
Q4 | $631K | Hold |
20,269
| – | – | 0.29% | 67 |
|
|
2023
Q3 | $562K | Hold |
20,269
| – | – | 0.29% | 67 |
|
|
2023
Q2 | $582K | Hold |
20,269
| – | – | 0.3% | 68 |
|
|
2023
Q1 | $540K | Hold |
20,269
| – | – | 0.31% | 70 |
|
|
2022
Q4 | $505K | Buy |
+20,269
| New | +$505K | 0.31% | 68 |
|