JAA
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Joel Adams & Associates’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Joel Adams & Associates’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$915K Buy
23,324
+219
+0.9% +$8.6K 0.81% 22
2025
Q1 		$827K Buy
23,105
+314
+1% +$11.2K 0.74% 23
2024
Q4 		$864K Buy
+22,791
New +$864K 0.78% 21