RLIM
Red Lighthouse Investment Management’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 | $126K | Sell |
3,217
-526
| -14% | -$20.6K | 0.05% | 86 |
|
|
2025
Q1 | $129K | Hold |
3,743
| – | – | 0.05% | 78 |
|
|
2024
Q4 | $142K | Hold |
3,743
| – | – | 0.06% | 76 |
|
|
2024
Q3 | $139K | Hold |
3,743
| – | – | 0.05% | 77 |
|
|
2024
Q2 | $130K | Hold |
3,743
| – | – | 0.05% | 78 |
|
|
2024
Q1 | $129K | Hold |
3,743
| – | – | 0.05% | 78 |
|
|
2023
Q4 | $117K | Hold |
3,743
| – | – | 0.05% | 76 |
|
|
2023
Q3 | $104K | Hold |
3,743
| – | – | 0.05% | 72 |
|
|
2023
Q2 | $107K | Hold |
3,743
| – | – | 0.05% | 71 |
|
|
2023
Q1 | $99.6K | Hold |
3,743
| – | – | 0.05% | 72 |
|
|
2022
Q4 | $93.3K | Buy |
+3,743
| New | +$93.3K | 0.05% | 74 |
|