JFS Wealth Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$46.5K Sell
2025
Q1
$49.4K Sell
2024
Q4
$53.2K Sell
2024
Q3
$62.7K Sell
2024
Q2
$62.4K Sell
2024
Q1
$68.8K Hold
2023
Q4
$65.5K Hold
2023
Q3
$58.7K Sell
2023
Q2
$65.5K Buy