RAM Investment Partners’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 | $4.75M | Buy |
121,006
+25,302
| +26% | +$993K | 1% | 12 |
|
|
2025
Q1 | $3.43M | Sell |
95,704
-7,179
| -7% | -$257K | 0.85% | 16 |
|
|
2024
Q4 | $3.9M | Buy |
102,883
+3,900
| +4% | +$148K | 0.96% | 14 |
|
|
2024
Q3 | $3.68M | Buy |
98,983
+16,888
| +21% | +$628K | 0.96% | 13 |
|
|
2024
Q2 | $2.86M | Buy |
82,095
+12,365
| +18% | +$431K | 0.83% | 16 |
|
|
2024
Q1 | $2.4M | Buy |
69,730
+8,480
| +14% | +$292K | 0.75% | 16 |
|
|
2023
Q4 | $1.91M | Buy |
61,250
+8,550
| +16% | +$266K | 0.66% | 16 |
|
|
2023
Q3 | $1.46M | Buy |
52,700
+9,784
| +23% | +$271K | 0.62% | 16 |
|
|
2023
Q2 | $1.23M | Buy |
42,916
+7,958
| +23% | +$228K | 0.52% | 18 |
|
|
2023
Q1 | $931K | Buy |
34,958
+9,922
| +40% | +$264K | 0.5% | 18 |
|
|
2022
Q4 | $624K | Buy |
+25,036
| New | +$624K | 0.38% | 22 |
|