New Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$11.6M Buy
2025
Q2
$10.7M Sell
2025
Q1
$11.2M Sell
2024
Q4
$12.9M Buy
2024
Q3
$11.7M Buy
2024
Q2
$10.9M Buy
2024
Q1
$10.7M Buy
2023
Q4
$7.67M Buy
2023
Q3
$3.67M Buy
2023
Q1
$786K Buy