McClarren Financial Advisors’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
Q2 | – | Sell |
-3,764
| Closed | -$131K | – | 138 |
|
|
2025
Q1 | $131K | Buy |
+3,764
| New | +$131K | 0.09% | 90 |
|
|
2024
Q4 | – | Sell |
-3,732
| Closed | -$133 | – | 229 |
|
|
2024
Q3 | $133 | Buy |
3,732
+3,667
| +5,642% | +$131 | 0.02% | 88 |
|
|
2024
Q2 | $121K | Buy |
+65
| New | +$121K | 0.08% | 94 |
|
|
2024
Q1 | – | Sell |
-3,601
| Closed | -$115K | – | 367 |
|
|
2023
Q4 | $115K | Sell |
3,601
-892
| -20% | -$28.5K | 0.09% | 99 |
|
|
2023
Q3 | $129K | Buy |
4,493
+1,823
| +68% | +$52.3K | 0.11% | 85 |
|
|
2023
Q2 | $81K | Buy |
2,670
+27
| +1% | +$819 | 0.07% | 121 |
|
|
2023
Q1 | $79K | Buy |
2,643
+5
| +0.2% | +$149 | 0.07% | 116 |
|
|
2022
Q4 | $73K | Buy |
+2,638
| New | +$73K | 0.07% | 120 |
|