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Ruedi Wealth Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Ruedi Wealth Management’s Portfolio DFSB Stock Details DFSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-562
Closed -$28.9K – 122
2025
Q1 		$28.9K Hold
562
– – 0.01% 110
2024
Q4 		$28.6K Hold
562
– – 0.01% 107
2024
Q3 		$29.9K Buy
+562
New +$29.9K 0.01% 109