Perigon Wealth Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.67M | Buy |
43,944
+926
| +2% | +$35.2K | 0.04% | 371 |
|
|
2025
Q1 | $1.45M | Buy |
43,018
+4,500
| +12% | +$152K | 0.04% | 370 |
|
|
2024
Q4 | $1.26M | Hold |
38,518
| – | – | 0.03% | 391 |
|
|
2024
Q3 | $1.36M | Hold |
38,518
| – | – | 0.04% | 360 |
|
|
2024
Q2 | $1.29M | Buy |
38,518
+16,462
| +75% | +$551K | 0.04% | 320 |
|
|
2024
Q1 | $710K | Hold |
22,056
| – | – | 0.02% | 455 |
|
|
2023
Q4 | $698K | Buy |
+22,056
| New | +$698K | 0.02% | 417 |
|