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
Q3
$308K Hold
2025
Q2
$284K Hold
2025
Q1
$260K Hold
2024
Q4
$275K Hold
2024
Q3
$269K Hold
2024
Q2
$253K Sell
2024
Q1
$307K Hold
2023
Q4
$278K Hold
2023
Q3
$248K Hold
2023
Q2
$256K Buy