OneDigital Investment 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
$4.54M Sell
115,256
-5,938
-5% -$234K 0.05% 257
2025
Q1
$4.23M Buy
121,194
+7,492
+7% +$261K 0.05% 258
2024
Q4
$3.74M Buy
113,702
+13,618
+14% +$447K 0.04% 291
2024
Q3
$3.58M Buy
100,084
+15,860
+19% +$567K 0.04% 305
2024
Q2
$2.77M Buy
84,224
+38,545
+84% +$1.27M 0.03% 346
2024
Q1
$1.54M Buy
45,679
+22,652
+98% +$763K 0.02% 395
2023
Q4
$738K Buy
+23,027
New +$738K 0.01% 575