JFS Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $162K | Hold |
3,085
| – | – | 0.01% | 315 |
|
|
2025
Q1 | $159K | Hold |
3,085
| – | – | 0.01% | 327 |
|
|
2024
Q4 | $157K | Sell |
3,085
-44
| -1% | -$2.24K | 0.01% | 316 |
|
|
2024
Q3 | $166K | Hold |
3,129
| – | – | 0.01% | 310 |
|
|
2024
Q2 | $160K | Hold |
3,129
| – | – | 0.01% | 262 |
|
|
2024
Q1 | $162K | Hold |
3,129
| – | – | 0.01% | 261 |
|
|
2023
Q4 | $162K | Sell |
3,129
-184
| -6% | -$9.55K | 0.01% | 250 |
|
|
2023
Q3 | $165K | Buy |
3,313
+1,491
| +82% | +$74.3K | 0.02% | 239 |
|
|
2023
Q2 | $93.2K | Buy |
+1,822
| New | +$93.2K | 0.01% | 283 |
|