Ruedi Wealth 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 | $541K | Buy |
13,773
+106
| +0.8% | +$4.16K | 0.16% | 38 |
|
|
2025
Q1 | $489K | Buy |
13,667
+1,348
| +11% | +$48.3K | 0.15% | 35 |
|
|
2024
Q4 | $467K | Buy |
12,319
+933
| +8% | +$35.4K | 0.15% | 33 |
|
|
2024
Q3 | $423K | Buy |
11,386
+197
| +2% | +$7.32K | 0.15% | 36 |
|
|
2024
Q2 | $390K | Hold |
11,189
| – | – | 0.15% | 39 |
|
|
2024
Q1 | $385K | Hold |
11,189
| – | – | 0.16% | 38 |
|
|
2023
Q4 | $348K | Hold |
11,189
| – | – | 0.16% | 35 |
|
|
2023
Q3 | $310K | Hold |
11,189
| – | – | 0.18% | 34 |
|
|
2023
Q2 | $321K | Hold |
11,189
| – | – | 0.19% | 33 |
|
|
2023
Q1 | $298K | Buy |
+11,189
| New | +$298K | 0.19% | 33 |
|