Morling Financial Advisors’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 | $1.58M | Buy |
40,239
+1,532
| +4% | +$60.1K | 0.52% | 22 |
|
|
2025
Q1 | $1.39M | Buy |
38,707
+10,133
| +35% | +$363K | 0.48% | 24 |
|
|
2024
Q4 | $1.08M | Buy |
28,574
+2,307
| +9% | +$87.4K | 0.38% | 25 |
|
|
2024
Q3 | $977K | Sell |
26,267
-3,935
| -13% | -$146K | 0.37% | 28 |
|
|
2024
Q2 | $1.05M | Buy |
30,202
+984
| +3% | +$34.3K | 0.46% | 24 |
|
|
2024
Q1 | $1.01M | Buy |
29,218
+33
| +0.1% | +$1.14K | 0.58% | 24 |
|
|
2023
Q4 | $909K | Buy |
+29,185
| New | +$909K | 0.73% | 24 |
|