OWM
Opes Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $698K | Buy |
17,776
+75
| +0.4% | +$2.94K | 0.12% | 84 |
|
|
2025
Q1 | $634K | Buy |
17,701
+460
| +3% | +$16.5K | 0.13% | 80 |
|
|
2024
Q4 | $653K | Buy |
17,241
+30
| +0.2% | +$1.14K | 0.13% | 73 |
|
|
2024
Q3 | $640K | Buy |
17,211
+730
| +4% | +$27.1K | 0.12% | 70 |
|
|
2024
Q2 | $575K | Buy |
16,481
+85
| +0.5% | +$2.96K | 0.12% | 75 |
|
|
2024
Q1 | $564K | Buy |
+16,396
| New | +$564K | 0.13% | 76 |
|