Planning Center Inc’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 | $8.25M | Buy |
209,354
+1,212
| +0.6% | +$47.8K | 0.91% | 18 |
|
|
2025
Q1 | $7.26M | Buy |
208,142
+11,082
| +6% | +$387K | 0.86% | 19 |
|
|
2024
Q4 | $6.47M | Sell |
197,060
-5,285
| -3% | -$174K | 0.82% | 19 |
|
|
2024
Q3 | $7.23M | Buy |
202,345
+385
| +0.2% | +$13.8K | 0.89% | 19 |
|
|
2024
Q2 | $6.65M | Buy |
201,960
+2,426
| +1% | +$79.9K | 0.87% | 19 |
|
|
2024
Q1 | $6.72M | Buy |
199,534
+7,550
| +4% | +$254K | 1.46% | 14 |
|
|
2023
Q4 | $6.15M | Buy |
191,984
+54,641
| +40% | +$1.75M | 1.43% | 16 |
|
|
2023
Q3 | $3.94M | Buy |
137,343
+4,517
| +3% | +$130K | 1.02% | 16 |
|
|
2023
Q2 | $4.04M | Sell |
132,826
-1,757
| -1% | -$53.5K | 1.03% | 16 |
|
|
2023
Q1 | $4.14M | Sell |
134,583
-546
| -0.4% | -$16.8K | 1.14% | 14 |
|
|
2022
Q4 | $3.75M | Buy |
+135,129
| New | +$3.75M | 1.14% | 14 |
|