QFA
Quantum Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $94.2M | Buy |
2,399,411
+118,949
| +5% | +$4.67M | 12.75% | 2 |
|
|
2025
Q1 | $81.7M | Buy |
2,280,462
+9,614
| +0.4% | +$344K | 12.17% | 2 |
|
|
2024
Q4 | $86.1M | Buy |
2,270,848
+39,215
| +2% | +$1.49M | 13.12% | 2 |
|
|
2024
Q3 | $83M | Buy |
2,231,633
+88,866
| +4% | +$3.3M | 12.99% | 2 |
|
|
2024
Q2 | $74.7M | Buy |
2,142,767
+128,145
| +6% | +$4.47M | 13.12% | 2 |
|
|
2024
Q1 | $69.3M | Buy |
2,014,622
+223,594
| +12% | +$7.69M | 12.76% | 2 |
|
|
2023
Q4 | $55.8M | Buy |
1,791,028
+824
| +0% | +$25.7K | 13.6% | 2 |
|
|
2023
Q3 | $49.7M | Buy |
1,790,204
+35,930
| +2% | +$997K | 14.6% | 1 |
|
|
2023
Q2 | $50.4M | Buy |
1,754,274
+328,651
| +23% | +$9.43M | 14.81% | 2 |
|
|
2023
Q1 | $38M | Buy |
+1,425,623
| New | +$38M | 11.95% | 3 |
|