MWM
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Momentous Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Momentous Wealth Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$6.6M Buy
168,099
+18,719
+13% +$735K 4.26% 7
2025
Q1 		$5.35M Buy
149,380
+4,035
+3% +$144K 3.79% 8
2024
Q4 		$5.51M Buy
+145,345
New +$5.51M 4.57% 7