LRI Investments’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 | $138K | Buy |
3,514
+95
| +3% | +$3.73K | 0.01% | 364 |
|
|
2025
Q1 | $122K | Hold |
3,419
| – | – | 0.01% | 374 |
|
|
2024
Q4 | $130K | Buy |
3,419
+378
| +12% | +$14.3K | 0.01% | 368 |
|
|
2024
Q3 | $118K | Hold |
3,041
| – | – | 0.01% | 377 |
|
|
2024
Q2 | $106K | Hold |
3,041
| – | – | 0.01% | 371 |
|
|
2024
Q1 | $105K | Buy |
+3,041
| New | +$105K | 0.03% | 198 |
|