Level Financial Advisors’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 | $2.42M | Buy |
61,734
+3,739
| +6% | +$147K | 0.75% | 29 |
|
|
2025
Q1 | $2.08M | Sell |
57,995
-490
| -0.8% | -$17.5K | 0.71% | 31 |
|
|
2024
Q4 | $2.22M | Buy |
58,485
+11,144
| +24% | +$422K | 0.81% | 28 |
|
|
2024
Q3 | $1.76M | Buy |
47,341
+8,277
| +21% | +$308K | 0.67% | 33 |
|
|
2024
Q2 | $1.36M | Sell |
39,064
-849
| -2% | -$29.6K | 0.59% | 32 |
|
|
2024
Q1 | $1.37M | Buy |
39,913
+36,976
| +1,259% | +$1.27M | 0.62% | 31 |
|
|
2023
Q4 | $91.4K | Buy |
2,937
+2,112
| +256% | +$65.7K | 0.05% | 87 |
|
|
2023
Q3 | $22.9K | Hold |
825
| – | – | 0.01% | 146 |
|
|
2023
Q2 | $23.7K | Buy |
+825
| New | +$23.7K | 0.01% | 140 |
|