Merriman Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $19.3M | Buy |
588,389
+20,048
| +4% | +$659K | 0.8% | 23 |
|
|
2024
Q3 | $20.3M | Buy |
568,341
+12,652
| +2% | +$452K | 0.82% | 18 |
|
|
2024
Q2 | $18.3M | Buy |
555,689
+10,393
| +2% | +$342K | 0.8% | 19 |
|
|
2024
Q1 | $18.4M | Buy |
545,296
+6,439
| +1% | +$217K | 0.82% | 17 |
|
|
2023
Q4 | $17.3M | Buy |
538,857
+7,867
| +1% | +$252K | 0.84% | 19 |
|
|
2023
Q3 | $15.2M | Buy |
530,990
+36,458
| +7% | +$1.05M | 0.79% | 21 |
|
|
2023
Q2 | $15.1M | Buy |
494,532
+18,969
| +4% | +$578K | 0.74% | 21 |
|
|
2023
Q1 | $14.3M | Buy |
475,563
+40,722
| +9% | +$1.22M | 0.74% | 20 |
|
|
2022
Q4 | $12.1M | Buy |
+434,841
| New | +$12.1M | 0.62% | 23 |
|