Prime Capital Investment 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 | $359K | Hold |
9,148
| – | – | ﹤0.01% | 706 |
|
|
2025
Q1 | $328K | Sell |
9,148
-23
| -0.3% | -$824 | ﹤0.01% | 809 |
|
|
2024
Q4 | $348K | Sell |
9,171
-63
| -0.7% | -$2.39K | 0.01% | 668 |
|
|
2024
Q3 | $343K | Sell |
9,234
-571
| -6% | -$21.2K | ﹤0.01% | 687 |
|
|
2024
Q2 | $342K | Sell |
9,805
-153
| -2% | -$5.33K | 0.01% | 686 |
|
|
2024
Q1 | $343K | Sell |
9,958
-222
| -2% | -$7.64K | ﹤0.01% | 736 |
|
|
2023
Q4 | $317K | Hold |
10,180
| – | – | ﹤0.01% | 718 |
|
|
2023
Q3 | $282K | Sell |
10,180
-915
| -8% | -$25.4K | 0.01% | 600 |
|
|
2023
Q2 | $318K | Buy |
+11,095
| New | +$318K | 0.01% | 582 |
|