OneDigital Investment 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 | $7.21M | Sell |
183,789
-15,599
| -8% | -$612K | 0.08% | 194 |
|
|
2025
Q1 | $7.14M | Buy |
199,388
+14,622
| +8% | +$524K | 0.08% | 187 |
|
|
2024
Q4 | $7M | Sell |
184,766
-1,879
| -1% | -$71.2K | 0.08% | 193 |
|
|
2024
Q3 | $6.94M | Buy |
186,645
+60,276
| +48% | +$2.24M | 0.08% | 198 |
|
|
2024
Q2 | $4.41M | Buy |
126,369
+56,930
| +82% | +$1.98M | 0.06% | 253 |
|
|
2024
Q1 | $2.39M | Buy |
69,439
+46,371
| +201% | +$1.6M | 0.04% | 297 |
|
|
2023
Q4 | $718K | Buy |
+23,068
| New | +$718K | 0.01% | 584 |
|