Rockbridge Investment Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.65M | Sell |
41,888
-3,953
| -9% | -$156K | 0.18% | 45 |
|
|
2025
Q1 | $1.6M | Buy |
45,841
+161
| +0.4% | +$5.62K | 0.19% | 41 |
|
|
2024
Q4 | $1.5M | Buy |
45,680
+1,741
| +4% | +$57.2K | 0.19% | 47 |
|
|
2024
Q3 | $1.57M | Buy |
43,939
+585
| +1% | +$20.9K | 0.2% | 44 |
|
|
2024
Q2 | $1.43M | Buy |
43,354
+5,562
| +15% | +$183K | 0.2% | 44 |
|
|
2024
Q1 | $1.27M | Buy |
37,792
+7,070
| +23% | +$238K | 0.19% | 47 |
|
|
2023
Q4 | $984K | Buy |
30,722
+18,137
| +144% | +$581K | 0.15% | 52 |
|
|
2023
Q3 | $361K | Buy |
12,585
+943
| +8% | +$27.1K | 0.06% | 82 |
|
|
2023
Q2 | $354K | Sell |
11,642
-210
| -2% | -$6.4K | 0.06% | 85 |
|
|
2023
Q1 | $356K | Buy |
+11,852
| New | +$356K | 0.07% | 81 |
|