RW Investment Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $745K | Hold |
14,204
| – | – | 0.08% | 50 |
|
2025
Q1 | $732K | Sell |
14,204
-4,541
| -24% | -$234K | 0.09% | 44 |
|
2024
Q4 | $955K | Buy |
18,745
+111
| +0.6% | +$5.65K | 0.12% | 39 |
|
2024
Q3 | $991K | Sell |
18,634
-326
| -2% | -$17.3K | 0.12% | 39 |
|
2024
Q2 | $969K | Sell |
18,960
-1,096
| -5% | -$56K | 0.13% | 37 |
|
2024
Q1 | $1.04M | Buy |
20,056
+5,814
| +41% | +$301K | 0.14% | 33 |
|
2023
Q4 | $739K | Buy |
+14,242
| New | +$739K | 0.11% | 37 |
|