Shira Ridge Wealth Management’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 | $1.22M | Sell |
31,013
-370
| -1% | -$14.5K | 0.56% | 30 |
|
|
2025
Q1 | $1.12M | Sell |
31,383
-1,000
| -3% | -$35.8K | 0.56% | 30 |
|
|
2024
Q4 | $1.23M | Sell |
32,383
-436
| -1% | -$16.5K | 0.6% | 29 |
|
|
2024
Q3 | $1.22M | Sell |
32,819
-3,792
| -10% | -$141K | 0.62% | 28 |
|
|
2024
Q2 | $1.28M | Buy |
36,611
+1,000
| +3% | +$34.9K | 0.71% | 25 |
|
|
2024
Q1 | $1.23M | Buy |
35,611
+1,735
| +5% | +$59.7K | 0.7% | 26 |
|
|
2023
Q4 | $1.05M | Buy |
33,876
+17,302
| +104% | +$539K | 0.63% | 28 |
|
|
2023
Q3 | $460K | Buy |
16,574
+2,708
| +20% | +$75.1K | 0.3% | 49 |
|
|
2023
Q2 | $398K | Buy |
13,866
+3,000
| +28% | +$86.1K | 0.25% | 51 |
|
|
2023
Q1 | $289K | Hold |
10,866
| – | – | 0.19% | 55 |
|
|
2022
Q4 | $271K | Buy |
+10,866
| New | +$271K | 0.19% | 57 |
|