RLIM
Red Lighthouse Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $129K | Buy |
3,273
+394
| +14% | +$15.5K | 0.05% | 83 |
|
|
2025
Q1 | $96.9K | Sell |
2,879
-394
| -12% | -$13.3K | 0.04% | 80 |
|
|
2024
Q4 | $108K | Hold |
3,273
| – | – | 0.04% | 84 |
|
|
2024
Q3 | $117K | Buy |
3,273
+232
| +8% | +$8.29K | 0.05% | 82 |
|
|
2024
Q2 | $100K | Buy |
3,041
+162
| +6% | +$5.34K | 0.04% | 81 |
|
|
2024
Q1 | $96.9K | Hold |
2,879
| – | – | 0.04% | 81 |
|
|
2023
Q4 | $92.2K | Hold |
2,879
| – | – | 0.04% | 78 |
|
|
2023
Q3 | $82.7K | Buy |
2,879
+899
| +45% | +$25.8K | 0.04% | 74 |
|
|
2023
Q2 | $60.3K | Hold |
1,980
| – | – | 0.03% | 79 |
|
|
2023
Q1 | $59.5K | Hold |
1,980
| – | – | 0.03% | 81 |
|
|
2022
Q4 | $55K | Buy |
+1,980
| New | +$55K | 0.03% | 81 |
|