Pathstone Family Office’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2023
Q3
$232K Buy
4,657
+24
+0.5% +$1.2K ﹤0.01% 1421
2023
Q2
$237K Buy
4,633
+43
+0.9% +$2.2K ﹤0.01% 1072
2023
Q1
$238K Sell
4,590
-4,554
-50% -$236K ﹤0.01% 1014
2022
Q4
$458K Buy
+9,144
New +$458K ﹤0.01% 1138