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Sequoia Financial Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Sequoia Financial Advisors’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$3.12M Buy
79,479
+13,006
+20% +$510K 0.02% 371
2025
Q1 		$2.38M Buy
+66,473
New +$2.38M 0.02% 391