Level Financial Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $304K | Buy |
7,996
+617
| +8% | +$23.5K | 0.09% | 75 |
|
|
2025
Q1 | $249K | Buy |
7,379
+25
| +0.3% | +$842 | 0.08% | 80 |
|
|
2024
Q4 | $244K | Buy |
+7,354
| New | +$244K | 0.09% | 75 |
|
|
2024
Q1 | – | Sell |
-30
| Closed | -$949 | – | 123 |
|
|
2023
Q4 | $949 | Hold |
30
| – | – | ﹤0.01% | 254 |
|
|
2023
Q3 | $882 | Buy |
30
+9
| +43% | +$265 | ﹤0.01% | 263 |
|
|
2023
Q2 | $639 | Buy |
+21
| New | +$639 | ﹤0.01% | 267 |
|