Meritas Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Meritas Wealth Management’s Portfolio DFSU Stock Details DFSU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$917K	Hold
2025 Q2	$848K	Hold
2025 Q1	$773K	Buy
2024 Q4	$483K	Sell
2024 Q3	$490K	Buy
2024 Q2	$243K	Sell
2024 Q1	$259K	Hold
2023 Q4	$234K	Buy
2023 Q1	–	Sell
2022 Q4	$537K	Buy