Perigon Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.56M | Buy |
90,282
+1,695
| +2% | +$66.8K | 0.08% | 236 |
|
|
2025
Q1 | $3.09M | Buy |
88,587
+11,009
| +14% | +$384K | 0.08% | 243 |
|
|
2024
Q4 | $2.57M | Buy |
77,578
+207
| +0.3% | +$6.85K | 0.06% | 274 |
|
|
2024
Q3 | $2.76M | Hold |
77,371
| – | – | 0.07% | 241 |
|
|
2024
Q2 | $2.55M | Buy |
77,371
+29,714
| +62% | +$979K | 0.07% | 224 |
|
|
2024
Q1 | $1.6M | Hold |
47,657
| – | – | 0.05% | 279 |
|
|
2023
Q4 | $1.53M | Buy |
+47,657
| New | +$1.53M | 0.05% | 265 |
|