Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $848K | Sell |
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|
2025
Q2 | $830K | Hold |
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|
2025
Q1 | $735K | Sell |
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|
2024
Q4 | $713K | Hold |
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|
2024
Q3 | $775K | Buy |
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|
2024
Q2 | $611K | Sell |
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|
2024
Q1 | $649K | Buy |
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|
2023
Q4 | $544K | Buy |
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|
2023
Q3 | $418K | Buy |
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|
2023
Q2 | $436K | Buy |
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|
2023
Q1 | $253K | Buy |
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