Laurel Wealth Planning’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
Q4 | $315K | Hold |
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|
2025
Q3 | $308K | Hold |
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|
2025
Q2 | $284K | Hold |
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|
2025
Q1 | $260K | Hold |
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|
2024
Q4 | $275K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $253K | Sell |
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|
2024
Q1 | $307K | Hold |
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|
2023
Q4 | $278K | Hold |
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|
2023
Q3 | $248K | Hold |
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|
2023
Q2 | $256K | Buy |
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