JFS Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$185K Hold
2025
Q1
$169K Hold
2024
Q4
$179K Hold
2024
Q3
$175K Hold
2024
Q2
$164K Hold
2024
Q1
$162K Hold
2023
Q4
$147K Hold
2023
Q3
$131K Sell
2023
Q2
$159K Buy