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

Pine Harbor Wealth Management’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$251K Buy
6,364
+20
+0.3% +$788 0.09% 89
2025
Q1 		$221K Sell
6,344
-76
-1% -$2.65K 0.09% 88
2024
Q4 		$211K Sell
6,420
-166
-3% -$5.45K 0.08% 94
2024
Q3 		$235K Buy
+6,586
New +$235K 0.12% 93