SWA
Sax Wealth Advisors’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $289K | Sell |
5,503
-2,546
| -32% | -$133K | 0.02% | 346 |
|
|
2025
Q1 | $415K | Sell |
8,049
-4,555
| -36% | -$235K | 0.03% | 244 |
|
|
2024
Q4 | $642K | Buy |
12,604
+4,251
| +51% | +$217K | 0.05% | 165 |
|
|
2024
Q3 | $444K | Hold |
8,353
| – | – | 0.04% | 172 |
|
|
2024
Q2 | $427K | Buy |
+8,353
| New | +$427K | 0.04% | 163 |
|