Meritas Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $610K | Buy |
16,037
+98
| +0.6% | +$3.73K | 0.34% | 34 |
|
|
2025
Q1 | $537K | Buy |
15,939
+6,694
| +72% | +$225K | 0.31% | 32 |
|
|
2024
Q4 | $306K | Buy |
9,245
+52
| +0.6% | +$1.72K | 0.18% | 41 |
|
|
2024
Q3 | $326K | Buy |
+9,193
| New | +$326K | 0.2% | 37 |
|
|
2023
Q1 | – | Sell |
-15,177
| Closed | -$428K | – | 44 |
|
|
2022
Q4 | $428K | Buy |
+15,177
| New | +$428K | 0.35% | 29 |
|