SYM Financial Corp’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.7K | Hold |
299
| – | – | ﹤0.01% | 394 |
|
|
2025
Q1 | $15.4K | Hold |
299
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $15.2K | Buy |
299
+110
| +58% | +$5.6K | ﹤0.01% | 309 |
|
|
2024
Q3 | $10K | Buy |
189
+108
| +133% | +$5.74K | ﹤0.01% | 253 |
|
|
2024
Q2 | $4.14K | Hold |
81
| – | – | ﹤0.01% | 245 |
|
|
2024
Q1 | $4.19K | Hold |
81
| – | – | ﹤0.01% | 163 |
|
|
2023
Q4 | $4.2K | Hold |
81
| – | – | ﹤0.01% | 172 |
|
|
2023
Q3 | $4.04K | Buy |
+81
| New | +$4.04K | ﹤0.01% | 174 |
|