Kestra Advisory Services’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 | $431K | Buy |
10,973
+15
| +0.1% | +$589 | ﹤0.01% | 2068 |
|
|
2025
Q1 | $392K | Hold |
10,958
| – | – | ﹤0.01% | 1982 |
|
|
2024
Q4 | $415K | Hold |
10,958
| – | – | ﹤0.01% | 1996 |
|
|
2024
Q3 | $407K | Hold |
10,958
| – | – | ﹤0.01% | 1892 |
|
|
2024
Q2 | $382K | Hold |
10,958
| – | – | ﹤0.01% | 1955 |
|
|
2024
Q1 | $377K | Buy |
10,958
+421
| +4% | +$14.5K | ﹤0.01% | 1845 |
|
|
2023
Q4 | $328K | Hold |
10,537
| – | – | ﹤0.01% | 1787 |
|
|
2023
Q3 | $292K | Buy |
10,537
+575
| +6% | +$16K | ﹤0.01% | 1678 |
|
|
2023
Q2 | $286K | Hold |
9,962
| – | – | ﹤0.01% | 1653 |
|
|
2023
Q1 | $265K | Buy |
+9,962
| New | +$265K | ﹤0.01% | 1649 |
|