Schwarz Dygos Wheeler Investment Advisors’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $363K | Hold |
9,535
| – | – | 0.08% | 122 |
|
|
2025
Q1 | $321K | Buy |
9,535
+9
| +0.1% | +$303 | 0.08% | 127 |
|
|
2024
Q4 | $316K | Hold |
9,526
| – | – | 0.08% | 124 |
|
|
2024
Q3 | $337K | Buy |
9,526
+902
| +10% | +$31.9K | 0.08% | 115 |
|
|
2024
Q2 | $289K | Sell |
8,624
-381
| -4% | -$12.7K | 0.08% | 118 |
|
|
2024
Q1 | $290K | Buy |
9,005
+788
| +10% | +$25.4K | 0.08% | 124 |
|
|
2023
Q4 | $260K | Buy |
8,217
+827
| +11% | +$26.2K | 0.08% | 128 |
|
|
2023
Q3 | $217K | Buy |
7,390
+170
| +2% | +$5K | 0.07% | 130 |
|
|
2023
Q2 | $220K | Buy |
+7,220
| New | +$220K | 0.07% | 131 |
|