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Root Financial Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Root Financial Partners’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.13M Sell
28,917
-3,286
-10% -$129K 0.11% 67
2025
Q1 		$1.15M Buy
32,203
+16,618
+107% +$595K 0.12% 60
2024
Q4 		$591K Buy
+15,585
New +$591K 0.07% 103