Quantum Financial Advisors’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 | $34.5M | Sell |
874,253
-52,807
| -6% | -$2.08M | 4.66% | 3 |
|
|
2025
Q1 | $32.3M | Buy |
927,060
+5,435
| +0.6% | +$190K | 4.82% | 3 |
|
|
2024
Q4 | $30.3M | Sell |
921,625
-23,371
| -2% | -$768K | 4.61% | 3 |
|
|
2024
Q3 | $33.8M | Buy |
944,996
+37,955
| +4% | +$1.36M | 5.29% | 3 |
|
|
2024
Q2 | $29.9M | Buy |
907,041
+25,817
| +3% | +$850K | 5.25% | 3 |
|
|
2024
Q1 | $29.7M | Sell |
881,224
-2,145
| -0.2% | -$72.2K | 5.46% | 3 |
|
|
2023
Q4 | $28.3M | Buy |
883,369
+11,632
| +1% | +$373K | 6.9% | 3 |
|
|
2023
Q3 | $25M | Buy |
871,737
+12,691
| +1% | +$364K | 7.36% | 4 |
|
|
2023
Q2 | $26.2M | Sell |
859,046
-1,793
| -0.2% | -$54.6K | 7.69% | 4 |
|
|
2023
Q1 | $25.9M | Buy |
+860,839
| New | +$25.9M | 8.14% | 4 |
|