MB Generational Wealth’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q1
$3.05M Sell
2024
Q4
$3.26M Sell
2024
Q3
$3.26M Sell
2024
Q2
$3.11M Sell
2024
Q1
$3.6M Buy
2023
Q4
$3.26M Buy