Meritas Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $848K | Hold |
21,599
| – | – | 0.47% | 28 |
|
|
2025
Q1 | $773K | Buy |
21,599
+8,843
| +69% | +$317K | 0.45% | 28 |
|
|
2024
Q4 | $483K | Sell |
12,756
-419
| -3% | -$15.9K | 0.29% | 33 |
|
|
2024
Q3 | $490K | Buy |
13,175
+6,216
| +89% | +$231K | 0.3% | 31 |
|
|
2024
Q2 | $243K | Sell |
6,959
-560
| -7% | -$19.5K | 0.17% | 42 |
|
|
2024
Q1 | $259K | Hold |
7,519
| – | – | 0.18% | 39 |
|
|
2023
Q4 | $234K | Buy |
+7,519
| New | +$234K | 0.18% | 43 |
|
|
2023
Q1 | – | Sell |
-21,537
| Closed | -$537K | – | 43 |
|
|
2022
Q4 | $537K | Buy |
+21,537
| New | +$537K | 0.44% | 25 |
|