Momentous Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$8.26M Buy
157,566
+11,513
+8% +$604K 5.34% 6
2025
Q1
$7.52M Buy
146,053
+8,898
+6% +$458K 5.32% 6
2024
Q4
$6.99M Buy
+137,155
New +$6.99M 5.79% 6