Silver Oak Advisory Group’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 | $220K | Buy |
5,626
+14
| +0.2% | +$547 | 0.11% | 69 |
|
|
2025
Q1 | $200K | Sell |
5,612
-936
| -14% | -$33.4K | 0.11% | 65 |
|
|
2024
Q4 | $248K | Buy |
6,548
+24
| +0.4% | +$909 | 0.13% | 54 |
|
|
2024
Q3 | $242K | Buy |
6,524
+15
| +0.2% | +$556 | 0.12% | 57 |
|
|
2024
Q2 | $226K | Buy |
6,509
+16
| +0.2% | +$556 | 0.13% | 58 |
|
|
2024
Q1 | $224K | Buy |
+6,493
| New | +$224K | 0.13% | 61 |
|