Perigon Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Perigon Wealth Management’s Portfolio DFSI Stock Details DFSI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.23M	Buy
2025 Q2	$3.56M	Buy
2025 Q1	$3.09M	Buy
2024 Q4	$2.57M	Buy
2024 Q3	$2.76M	Hold
2024 Q2	$2.55M	Buy
2024 Q1	$1.6M	Hold
2023 Q4	$1.53M	Buy