Shira Ridge Wealth Management’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 | $1.22M | Sell |
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|
2025
Q2 | $1.22M | Sell |
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|
2025
Q1 | $1.12M | Sell |
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|
2024
Q4 | $1.23M | Sell |
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|
2024
Q3 | $1.22M | Sell |
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|
2024
Q2 | $1.28M | Buy |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | $1.05M | Buy |
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|
2023
Q3 | $460K | Buy |
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|
2023
Q2 | $398K | Buy |
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|
2023
Q1 | $289K | Hold |
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|
2022
Q4 | $271K | Buy |
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