Modera 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 | $1.54M | Sell |
39,362
-300
| -0.8% | -$11.8K | 0.02% | 287 |
|
|
2025
Q1 | $1.42M | Buy |
39,662
+800
| +2% | +$28.6K | 0.02% | 281 |
|
|
2024
Q4 | $1.47M | Buy |
38,862
+363
| +0.9% | +$13.8K | 0.02% | 276 |
|
|
2024
Q3 | $1.43M | Sell |
38,499
-960
| -2% | -$35.7K | 0.02% | 263 |
|
|
2024
Q2 | $1.38M | Sell |
39,459
-2,564
| -6% | -$89.4K | 0.02% | 258 |
|
|
2024
Q1 | $1.45M | Sell |
42,023
-297
| -0.7% | -$10.2K | 0.02% | 259 |
|
|
2023
Q4 | $1.32M | Buy |
42,320
+452
| +1% | +$14.1K | 0.02% | 262 |
|
|
2023
Q3 | $1.16M | Sell |
41,868
-733
| -2% | -$20.3K | 0.02% | 264 |
|
|
2023
Q2 | $1.22M | Buy |
42,601
+32,181
| +309% | +$924K | 0.02% | 271 |
|
|
2023
Q1 | $277K | Buy |
+10,420
| New | +$277K | 0.01% | 297 |
|