Mills Wealth Advisors’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 | $1.02M | Buy |
25,903
+1,133
| +5% | +$44.5K | 0.47% | 33 |
|
|
2025
Q1 | $887K | Buy |
24,770
+213
| +0.9% | +$7.63K | 0.47% | 33 |
|
|
2024
Q4 | $931K | Buy |
24,557
+208
| +0.9% | +$7.88K | 0.53% | 28 |
|
|
2024
Q3 | $905K | Buy |
24,349
+154
| +0.6% | +$5.73K | 0.62% | 28 |
|
|
2024
Q2 | $843K | Buy |
24,195
+29
| +0.1% | +$1.01K | 0.6% | 28 |
|
|
2024
Q1 | $832K | Buy |
24,166
+1,065
| +5% | +$36.6K | 0.61% | 29 |
|
|
2023
Q4 | $719K | Buy |
23,101
+778
| +3% | +$24.2K | 0.55% | 27 |
|
|
2023
Q3 | $619K | Buy |
22,323
+800
| +4% | +$22.2K | 0.5% | 27 |
|
|
2023
Q2 | $618K | Buy |
21,523
+9,886
| +85% | +$284K | 0.47% | 29 |
|
|
2023
Q1 | $310K | Buy |
+11,637
| New | +$310K | 0.25% | 38 |
|