RAM Investment Partners’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.57M | Buy |
48,932
+8,504
| +21% | +$446K | 0.54% | 19 |
|
|
2025
Q1 | $2.08M | Buy |
40,428
+1,515
| +4% | +$78K | 0.51% | 18 |
|
|
2024
Q4 | $1.98M | Buy |
38,913
+4,547
| +13% | +$232K | 0.49% | 20 |
|
|
2024
Q3 | $1.83M | Buy |
34,366
+15,442
| +82% | +$821K | 0.48% | 19 |
|
|
2024
Q2 | $967K | Buy |
18,924
+6,814
| +56% | +$348K | 0.28% | 28 |
|
|
2024
Q1 | $627K | Buy |
12,110
+2,633
| +28% | +$136K | 0.2% | 34 |
|
|
2023
Q4 | $492K | Buy |
+9,477
| New | +$492K | 0.17% | 35 |
|