MB Generational Wealth’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $1.22M | Sell |
35,003
-159
| -0.5% | -$5.55K | 0.91% | 19 |
|
|
2024
Q4 | $1.16M | Buy |
35,162
+582
| +2% | +$19.1K | 0.85% | 18 |
|
|
2024
Q3 | $1.24M | Buy |
34,580
+612
| +2% | +$21.9K | 0.89% | 18 |
|
|
2024
Q2 | $1.12M | Sell |
33,968
-3,561
| -9% | -$117K | 0.87% | 17 |
|
|
2024
Q1 | $1.26M | Buy |
37,529
+239
| +0.6% | +$8.05K | 0.99% | 15 |
|
|
2023
Q4 | $1.19M | Buy |
+37,290
| New | +$1.19M | 1.12% | 15 |
|