McClarren Financial Advisors’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
Q2
Sell
2025
Q1
$151K Sell
2024
Q4
$141K Buy
2024
Q3
$156 Buy
2024
Q2
$146K Buy
2024
Q1
Sell
2023
Q4
$130K Buy
2023
Q3
$115K Buy
2023
Q2
$119K Buy
2023
Q1
$110K Buy
2022
Q4
$103K Buy