OneDigital Investment Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$2.82M Sell
53,802
-9,303
-15% -$488K 0.03% 339
2025
Q1
$3.25M Buy
63,105
+14,432
+30% +$743K 0.04% 299
2024
Q4
$2.48M Buy
48,673
+8,015
+20% +$408K 0.03% 368
2024
Q3
$2.16M Sell
40,658
-33
-0.1% -$1.76K 0.02% 421
2024
Q2
$2.08M Buy
+40,691
New +$2.08M 0.03% 411