Schwarz Dygos Wheeler Investment Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.06M | Sell |
26,961
-937
| -3% | -$36.8K | 0.24% | 66 |
|
|
2025
Q1 | $999K | Buy |
27,898
+167
| +0.6% | +$5.98K | 0.24% | 68 |
|
|
2024
Q4 | $1.05M | Sell |
27,731
-668
| -2% | -$25.3K | 0.26% | 65 |
|
|
2024
Q3 | $1.06M | Buy |
28,399
+4,119
| +17% | +$153K | 0.26% | 62 |
|
|
2024
Q2 | $846K | Sell |
24,280
-815
| -3% | -$28.4K | 0.23% | 71 |
|
|
2024
Q1 | $864K | Buy |
25,095
+1,786
| +8% | +$61.5K | 0.24% | 64 |
|
|
2023
Q4 | $726K | Buy |
23,309
+3,542
| +18% | +$110K | 0.22% | 72 |
|
|
2023
Q3 | $548K | Buy |
19,767
+290
| +1% | +$8.05K | 0.19% | 83 |
|
|
2023
Q2 | $559K | Buy |
19,477
+5,398
| +38% | +$155K | 0.18% | 79 |
|
|
2023
Q1 | $375K | Buy |
+14,079
| New | +$375K | 0.14% | 94 |
|