Shira Ridge Wealth Management’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 | $748K | Hold |
18,974
| – | – | 0.34% | 40 |
|
|
2025
Q1 | $662K | Sell |
18,974
-5,568
| -23% | -$194K | 0.33% | 42 |
|
|
2024
Q4 | $806K | Hold |
24,542
| – | – | 0.39% | 38 |
|
|
2024
Q3 | $877K | Hold |
24,542
| – | – | 0.45% | 37 |
|
|
2024
Q2 | $808K | Buy |
24,542
+300
| +1% | +$9.88K | 0.45% | 36 |
|
|
2024
Q1 | $816K | Buy |
24,242
+600
| +3% | +$20.2K | 0.47% | 35 |
|
|
2023
Q4 | $757K | Buy |
23,642
+2,250
| +11% | +$72.1K | 0.45% | 38 |
|
|
2023
Q3 | $614K | Buy |
21,392
+7,100
| +50% | +$204K | 0.4% | 39 |
|
|
2023
Q2 | $435K | Hold |
14,292
| – | – | 0.27% | 49 |
|
|
2023
Q1 | $429K | Buy |
14,292
+92
| +0.6% | +$2.77K | 0.28% | 52 |
|
|
2022
Q4 | $395K | Buy |
+14,200
| New | +$395K | 0.27% | 51 |
|