JFS Wealth Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $24.7K | Hold |
648
| – | – | ﹤0.01% | 613 |
|
|
2025
Q1 | $21.8K | Hold |
648
| – | – | ﹤0.01% | 641 |
|
|
2024
Q4 | $21.5K | Hold |
648
| – | – | ﹤0.01% | 623 |
|
|
2024
Q3 | $23K | Sell |
648
-120
| -16% | -$4.25K | ﹤0.01% | 612 |
|
|
2024
Q2 | $25.7K | Sell |
768
-227
| -23% | -$7.6K | ﹤0.01% | 551 |
|
|
2024
Q1 | $32K | Hold |
995
| – | – | ﹤0.01% | 518 |
|
|
2023
Q4 | $31.5K | Hold |
995
| – | – | ﹤0.01% | 489 |
|
|
2023
Q3 | $29.2K | Sell |
995
-103
| -9% | -$3.03K | ﹤0.01% | 460 |
|
|
2023
Q2 | $33.4K | Buy |
+1,098
| New | +$33.4K | ﹤0.01% | 432 |
|