Laurel Wealth Planning’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 | $284K | Hold |
7,247
| – | – | 0.16% | 46 |
|
|
2025
Q1 | $260K | Hold |
7,247
| – | – | 0.17% | 46 |
|
|
2024
Q4 | $275K | Hold |
7,247
| – | – | 0.18% | 47 |
|
|
2024
Q3 | $269K | Hold |
7,247
| – | – | 0.18% | 47 |
|
|
2024
Q2 | $253K | Sell |
7,247
-1,675
| -19% | -$58.5K | 0.18% | 47 |
|
|
2024
Q1 | $307K | Hold |
8,922
| – | – | 0.2% | 46 |
|
|
2023
Q4 | $278K | Hold |
8,922
| – | – | 0.2% | 47 |
|
|
2023
Q3 | $248K | Hold |
8,922
| – | – | 0.19% | 48 |
|
|
2023
Q2 | $256K | Buy |
+8,922
| New | +$256K | 0.18% | 50 |
|