Samalin Investment Counsel’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 | $1.38M | Sell |
26,248
-4,244
| -14% | -$223K | 0.53% | 40 |
|
|
2025
Q1 | $1.57M | Buy |
30,492
+130
| +0.4% | +$6.7K | 0.64% | 31 |
|
|
2024
Q4 | $1.55M | Buy |
30,362
+411
| +1% | +$20.9K | 0.66% | 31 |
|
|
2024
Q3 | $1.59M | Buy |
29,951
+864
| +3% | +$45.9K | 0.69% | 32 |
|
|
2024
Q2 | $1.49M | Buy |
29,087
+2,577
| +10% | +$132K | 0.69% | 29 |
|
|
2024
Q1 | $1.37M | Buy |
26,510
+18,232
| +220% | +$944K | 0.65% | 35 |
|
|
2023
Q4 | $430K | Buy |
+8,278
| New | +$430K | 0.22% | 156 |
|