JFS Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $46.5K | Sell |
1,181
-234
| -17% | -$9.22K | ﹤0.01% | 476 |
|
|
2025
Q1 | $49.4K | Sell |
1,415
-205
| -13% | -$7.15K | ﹤0.01% | 474 |
|
|
2024
Q4 | $53.2K | Sell |
1,620
-135
| -8% | -$4.44K | ﹤0.01% | 452 |
|
|
2024
Q3 | $62.7K | Sell |
1,755
-139
| -7% | -$4.97K | ﹤0.01% | 428 |
|
|
2024
Q2 | $62.4K | Sell |
1,894
-150
| -7% | -$4.94K | ﹤0.01% | 386 |
|
|
2024
Q1 | $68.8K | Hold |
2,044
| – | – | 0.01% | 381 |
|
|
2023
Q4 | $65.5K | Hold |
2,044
| – | – | 0.01% | 367 |
|
|
2023
Q3 | $58.7K | Sell |
2,044
-108
| -5% | -$3.1K | 0.01% | 355 |
|
|
2023
Q2 | $65.5K | Buy |
+2,152
| New | +$65.5K | 0.01% | 335 |
|