Physician Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.3M | Hold |
33,157
| – | – | 0.2% | 58 |
|
|
2025
Q1 | $1.19M | Sell |
33,157
-500
| -1% | -$17.9K | 0.2% | 59 |
|
|
2024
Q4 | $1.28M | Sell |
33,657
-680
| -2% | -$25.8K | 0.22% | 60 |
|
|
2024
Q3 | $1.29M | Sell |
34,337
-518
| -1% | -$19.5K | 0.23% | 54 |
|
|
2024
Q2 | $1.27M | Sell |
34,855
-345
| -1% | -$12.6K | 0.23% | 60 |
|
|
2024
Q1 | $1.15M | Buy |
+35,200
| New | +$1.15M | 0.24% | 62 |
|