Mills Wealth 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
Q3
$1.1M Hold
2025
Q2
$1.02M Buy
2025
Q1
$887K Buy
2024
Q4
$931K Buy
2024
Q3
$905K Buy
2024
Q2
$843K Buy
2024
Q1
$832K Buy
2023
Q4
$719K Buy
2023
Q3
$619K Buy
2023
Q2
$618K Buy
2023
Q1
$310K Buy