Level Financial Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $432K | Sell |
8,241
-593
| -7% | -$31.1K | 0.13% | 68 |
|
|
2025
Q1 | $455K | Buy |
8,834
+330
| +4% | +$17K | 0.15% | 61 |
|
|
2024
Q4 | $433K | Buy |
8,504
+1,776
| +26% | +$90.5K | 0.16% | 58 |
|
|
2024
Q3 | $358K | Sell |
6,728
-218
| -3% | -$11.6K | 0.14% | 59 |
|
|
2024
Q2 | $355K | Buy |
6,946
+956
| +16% | +$48.9K | 0.15% | 54 |
|
|
2024
Q1 | $310K | Buy |
5,990
+1,623
| +37% | +$84K | 0.14% | 58 |
|
|
2023
Q4 | $227K | Buy |
4,367
+380
| +10% | +$19.7K | 0.11% | 61 |
|
|
2023
Q3 | $199K | Buy |
3,987
+2,837
| +247% | +$141K | 0.11% | 59 |
|
|
2023
Q2 | $58.8K | Buy |
+1,150
| New | +$58.8K | 0.03% | 100 |
|