JPMorgan Chase & Co’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 | $266K | Buy |
6,767
+327
| +5% | +$12.8K | ﹤0.01% | 4339 |
|
2025
Q1 | $231K | Buy |
6,440
+74
| +1% | +$2.65K | ﹤0.01% | 4385 |
|
2024
Q4 | $241K | Sell |
6,366
-544
| -8% | -$20.6K | ﹤0.01% | 4463 |
|
2024
Q3 | $257K | Sell |
6,910
-38
| -0.5% | -$1.41K | ﹤0.01% | 4369 |
|
2024
Q2 | $242K | Hold |
6,948
| – | – | ﹤0.01% | 4189 |
|
2024
Q1 | $239K | Buy |
6,948
+6,699
| +2,690% | +$231K | ﹤0.01% | 4365 |
|
2023
Q4 | $7.75K | Sell |
249
-5,261
| -95% | -$164K | ﹤0.01% | 5447 |
|
2023
Q3 | $153K | Buy |
5,510
+1,614
| +41% | +$44.8K | ﹤0.01% | 4376 |
|
2023
Q2 | $112K | Buy |
3,896
+90
| +2% | +$2.58K | ﹤0.01% | 4592 |
|
2023
Q1 | $101K | Buy |
+3,806
| New | +$101K | ﹤0.01% | 4645 |
|