OneDigital Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.46M | Sell |
64,715
-3,357
| -5% | -$128K | 0.03% | 380 |
|
|
2025
Q1 | $2.29M | Sell |
68,072
-8
| -0% | -$269 | 0.03% | 371 |
|
|
2024
Q4 | $2.26M | Buy |
68,080
+5,254
| +8% | +$174K | 0.03% | 394 |
|
|
2024
Q3 | $2.23M | Buy |
62,826
+9,584
| +18% | +$339K | 0.03% | 413 |
|
|
2024
Q2 | $1.78M | Buy |
53,242
+18,985
| +55% | +$635K | 0.02% | 451 |
|
|
2024
Q1 | $1.1M | Buy |
34,257
+19,655
| +135% | +$633K | 0.02% | 476 |
|
|
2023
Q4 | $462K | Buy |
+14,602
| New | +$462K | 0.01% | 746 |
|