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Pine Harbor Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Pine Harbor Wealth Management’s Portfolio DFSU Stock Details DFSU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$620K Buy
15,797
+10
+0.1% +$392 0.22% 47
2025
Q1 		$565K Sell
15,787
-187
-1% -$6.7K 0.23% 48
2024
Q4 		$605K Buy
15,974
+580
+4% +$22K 0.24% 47
2024
Q3 		$572K Buy
+15,394
New +$572K 0.28% 48