Rockbridge Investment Management’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 | $2.66M | Sell |
67,784
-8,943
| -12% | -$351K | 0.29% | 32 |
|
|
2025
Q1 | $2.75M | Sell |
76,727
-654
| -0.8% | -$23.4K | 0.33% | 32 |
|
|
2024
Q4 | $2.93M | Buy |
77,381
+3,747
| +5% | +$142K | 0.38% | 31 |
|
|
2024
Q3 | $2.74M | Buy |
73,634
+1,236
| +2% | +$46K | 0.35% | 33 |
|
|
2024
Q2 | $2.52M | Buy |
72,398
+12,098
| +20% | +$422K | 0.36% | 32 |
|
|
2024
Q1 | $2.07M | Buy |
60,300
+774
| +1% | +$26.6K | 0.3% | 37 |
|
|
2023
Q4 | $1.85M | Sell |
59,526
-5,660
| -9% | -$176K | 0.28% | 37 |
|
|
2023
Q3 | $1.81M | Buy |
65,186
+48,275
| +285% | +$1.34M | 0.32% | 36 |
|
|
2023
Q2 | $485K | Sell |
16,911
-294
| -2% | -$8.44K | 0.09% | 73 |
|
|
2023
Q1 | $458K | Buy |
+17,205
| New | +$458K | 0.08% | 75 |
|