Schwarz Dygos Wheeler Investment Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $830K | Hold |
21,068
| – | – | 0.19% | 86 |
|
|
2025
Q1 | $735K | Sell |
21,068
-626
| -3% | -$21.8K | 0.17% | 84 |
|
|
2024
Q4 | $713K | Hold |
21,694
| – | – | 0.17% | 86 |
|
|
2024
Q3 | $775K | Buy |
21,694
+3,138
| +17% | +$112K | 0.19% | 82 |
|
|
2024
Q2 | $611K | Sell |
18,556
-716
| -4% | -$23.6K | 0.16% | 88 |
|
|
2024
Q1 | $649K | Buy |
19,272
+2,292
| +13% | +$77.2K | 0.18% | 84 |
|
|
2023
Q4 | $544K | Buy |
16,980
+2,405
| +17% | +$77K | 0.17% | 89 |
|
|
2023
Q3 | $418K | Buy |
14,575
+245
| +2% | +$7.03K | 0.14% | 96 |
|
|
2023
Q2 | $436K | Buy |
14,330
+5,898
| +70% | +$180K | 0.14% | 90 |
|
|
2023
Q1 | $253K | Buy |
+8,432
| New | +$253K | 0.09% | 116 |
|