Tanager Wealth Management’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 | $1.24M | Buy |
23,726
+321
| +1% | +$16.8K | 0.15% | 46 |
|
|
2025
Q1 | $1.21M | Buy |
23,405
+869
| +4% | +$44.8K | 0.16% | 40 |
|
|
2024
Q4 | $1.15M | Buy |
22,536
+17,433
| +342% | +$888K | 0.15% | 40 |
|
|
2024
Q3 | $271K | Sell |
5,103
-284
| -5% | -$15.1K | 0.04% | 89 |
|
|
2024
Q2 | $275K | Buy |
5,387
+167
| +3% | +$8.53K | 0.04% | 77 |
|
|
2024
Q1 | $270K | Buy |
+5,220
| New | +$270K | 0.04% | 77 |
|
|
2023
Q4 | – | Sell |
-6,176
| Closed | -$308K | – | 81 |
|
|
2023
Q3 | $308K | Buy |
6,176
+1,341
| +28% | +$66.9K | 0.06% | 62 |
|
|
2023
Q2 | $247K | Buy |
+4,835
| New | +$247K | 0.05% | 74 |
|