JFS Wealth Advisors’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 | $185K | Hold |
4,713
| – | – | 0.01% | 308 |
|
|
2025
Q1 | $169K | Hold |
4,713
| – | – | 0.01% | 322 |
|
|
2024
Q4 | $179K | Hold |
4,713
| – | – | 0.01% | 300 |
|
|
2024
Q3 | $175K | Hold |
4,713
| – | – | 0.01% | 301 |
|
|
2024
Q2 | $164K | Hold |
4,713
| – | – | 0.01% | 258 |
|
|
2024
Q1 | $162K | Hold |
4,713
| – | – | 0.01% | 260 |
|
|
2023
Q4 | $147K | Hold |
4,713
| – | – | 0.01% | 258 |
|
|
2023
Q3 | $131K | Sell |
4,713
-843
| -15% | -$23.4K | 0.01% | 257 |
|
|
2023
Q2 | $159K | Buy |
+5,556
| New | +$159K | 0.01% | 238 |
|