Morling Financial Advisors’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 | $426K | Buy |
10,812
+31
| +0.3% | +$1.22K | 0.14% | 48 |
|
|
2025
Q1 | $376K | Buy |
10,781
+2,450
| +29% | +$85.5K | 0.13% | 59 |
|
|
2024
Q4 | $274K | Buy |
8,331
+1,221
| +17% | +$40.1K | 0.1% | 64 |
|
|
2024
Q3 | $254K | Sell |
7,110
-993
| -12% | -$35.5K | 0.1% | 61 |
|
|
2024
Q2 | $267K | Buy |
8,103
+252
| +3% | +$8.3K | 0.12% | 51 |
|
|
2024
Q1 | $264K | Buy |
7,851
+776
| +11% | +$26.1K | 0.15% | 59 |
|
|
2023
Q4 | $227K | Buy |
+7,075
| New | +$227K | 0.18% | 53 |
|