Orion Capital Management’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 | $895K | Buy |
22,790
+463
| +2% | +$18.2K | 0.34% | 50 |
|
|
2025
Q1 | $800K | Sell |
22,327
-1,074
| -5% | -$38.5K | 0.34% | 57 |
|
|
2024
Q4 | $887K | Sell |
23,401
-403
| -2% | -$15.3K | 0.39% | 47 |
|
|
2024
Q3 | $885K | Sell |
23,804
-110
| -0.5% | -$4.09K | 0.43% | 49 |
|
|
2024
Q2 | $834K | Sell |
23,914
-6,470
| -21% | -$226K | 0.44% | 44 |
|
|
2024
Q1 | $1.05M | Buy |
30,384
+16
| +0.1% | +$551 | 0.56% | 37 |
|
|
2023
Q4 | $945K | Buy |
30,368
+773
| +3% | +$24.1K | 0.55% | 39 |
|
|
2023
Q3 | $821K | Buy |
29,595
+14,850
| +101% | +$412K | 0.53% | 39 |
|
|
2023
Q2 | $423K | Buy |
14,745
+11,331
| +332% | +$325K | 0.28% | 79 |
|
|
2023
Q1 | $90.9K | Buy |
+3,414
| New | +$90.9K | 0.06% | 166 |
|