Momentous 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
2025
Q2
$3.05M Buy
77,359
+6,731
+10% +$265K 1.97% 9
2025
Q1
$2.46M Buy
70,628
+6,873
+11% +$240K 1.74% 10
2024
Q4
$2.09M Buy
+63,755
New +$2.09M 1.74% 11