Planning Center Inc’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 | $8.14M | Buy |
207,386
+11,758
| +6% | +$462K | 0.9% | 19 |
|
|
2025
Q1 | $7.01M | Buy |
195,628
+8,968
| +5% | +$321K | 0.83% | 20 |
|
|
2024
Q4 | $7.07M | Sell |
186,660
-15,706
| -8% | -$595K | 0.9% | 18 |
|
|
2024
Q3 | $7.52M | Sell |
202,366
-1,663
| -0.8% | -$61.8K | 0.93% | 18 |
|
|
2024
Q2 | $7.11M | Buy |
204,029
+1,397
| +0.7% | +$48.7K | 0.93% | 18 |
|
|
2024
Q1 | $6.97M | Buy |
202,632
+2,332
| +1% | +$80.2K | 1.52% | 13 |
|
|
2023
Q4 | $6.24M | Buy |
200,300
+53,166
| +36% | +$1.66M | 1.45% | 15 |
|
|
2023
Q3 | $4.08M | Sell |
147,134
-970
| -0.7% | -$26.9K | 1.06% | 15 |
|
|
2023
Q2 | $4.25M | Sell |
148,104
-1,012
| -0.7% | -$29K | 1.08% | 15 |
|
|
2023
Q1 | $3.99M | Buy |
149,116
+3,208
| +2% | +$85.8K | 1.1% | 15 |
|
|
2022
Q4 | $3.64M | Buy |
+145,908
| New | +$3.64M | 1.11% | 15 |
|