LWA
Ledgewood Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $712K | Hold |
18,130
| – | – | 0.45% | 33 |
|
|
2025
Q1 | $649K | Hold |
18,130
| – | – | 0.42% | 35 |
|
|
2024
Q4 | $687K | Hold |
18,130
| – | – | 0.44% | 35 |
|
|
2024
Q3 | $674K | Hold |
18,130
| – | – | 0.45% | 30 |
|
|
2024
Q2 | $632K | Hold |
18,130
| – | – | 0.54% | 28 |
|
|
2024
Q1 | $624K | Hold |
18,130
| – | – | 0.58% | 27 |
|
|
2023
Q4 | $564K | Buy |
+18,130
| New | +$564K | 0.52% | 28 |
|