Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $1.11M | Sell |
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|
2025
Q2 | $1.06M | Sell |
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|
2025
Q1 | $999K | Buy |
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|
2024
Q4 | $1.05M | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $846K | Sell |
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|
2024
Q1 | $864K | Buy |
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|
2023
Q4 | $726K | Buy |
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|
2023
Q3 | $548K | Buy |
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|
2023
Q2 | $559K | Buy |
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|
2023
Q1 | $375K | Buy |
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