Rockbridge Investment Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $513K | Sell |
13,482
-1,030
| -7% | -$39.2K | 0.06% | 89 |
|
|
2025
Q1 | $489K | Buy |
14,512
+157
| +1% | +$5.29K | 0.06% | 84 |
|
|
2024
Q4 | $476K | Buy |
14,355
+850
| +6% | +$28.2K | 0.06% | 87 |
|
|
2024
Q3 | $478K | Buy |
13,505
+955
| +8% | +$33.8K | 0.06% | 84 |
|
|
2024
Q2 | $420K | Buy |
12,550
+1,554
| +14% | +$52K | 0.06% | 85 |
|
|
2024
Q1 | $354K | Buy |
10,996
+2,505
| +30% | +$80.7K | 0.05% | 91 |
|
|
2023
Q4 | $269K | Buy |
+8,491
| New | +$269K | 0.04% | 97 |
|