Orion Capital Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$941K Sell
2025
Q2
$895K Buy
2025
Q1
$800K Sell
2024
Q4
$887K Sell
2024
Q3
$885K Sell
2024
Q2
$834K Sell
2024
Q1
$1.05M Buy
2023
Q4
$945K Buy
2023
Q3
$821K Buy
2023
Q2
$423K Buy
2023
Q1
$90.9K Buy