PWM
Penobscot 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 | $223K | Buy |
5,673
+8
| +0.1% | +$314 | 0.08% | 93 |
|
|
2025
Q1 | $203K | Sell |
5,665
-27,612
| -83% | -$989K | 0.09% | 89 |
|
|
2024
Q4 | $1.26M | Sell |
33,277
-2,960
| -8% | -$112K | 0.58% | 28 |
|
|
2024
Q3 | $1.35M | Buy |
36,237
+4,069
| +13% | +$151K | 0.73% | 28 |
|
|
2024
Q2 | $1.13M | Buy |
+32,168
| New | +$1.13M | 0.68% | 30 |
|