SIS
Strategic Investment Solutions’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.78M | Sell |
96,191
-68,072
| -41% | -$2.67M | 1.14% | 20 |
|
|
2025
Q1 | $5.88M | Sell |
164,263
-14,122
| -8% | -$505K | 1.71% | 16 |
|
|
2024
Q4 | $5.68M | Sell |
178,385
-4,116
| -2% | -$131K | 1.9% | 17 |
|
|
2024
Q3 | $6.79M | Sell |
182,501
-191
| -0.1% | -$7.1K | 2.03% | 13 |
|
|
2024
Q2 | $6.56M | Buy |
+182,692
| New | +$6.56M | 2.12% | 13 |
|
|
2023
Q4 | $5.79M | Sell |
186,109
-4,193,548
| -96% | -$131M | 1.01% | 26 |
|
|
2023
Q3 | $127M | Buy |
4,379,657
+4,321,112
| +7,381% | +$125M | 1.56% | 16 |
|
|
2023
Q2 | $1.58M | Buy |
58,545
+5,637
| +11% | +$152K | 0.32% | 31 |
|
|
2023
Q1 | $1.41M | Buy |
+52,908
| New | +$1.41M | 0.28% | 61 |
|