Tanager Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $564K | Buy |
14,303
+954
| +7% | +$37.6K | 0.07% | 71 |
|
2025
Q1 | $466K | Sell |
13,349
-8
| -0.1% | -$279 | 0.06% | 71 |
|
2024
Q4 | $439K | Buy |
13,357
+2,956
| +28% | +$97.1K | 0.06% | 69 |
|
2024
Q3 | $372K | Buy |
10,401
+1,323
| +15% | +$47.3K | 0.05% | 75 |
|
2024
Q2 | $299K | Buy |
9,078
+367
| +4% | +$12.1K | 0.04% | 74 |
|
2024
Q1 | $293K | Buy |
8,711
+254
| +3% | +$8.55K | 0.05% | 73 |
|
2023
Q4 | $271K | Buy |
+8,457
| New | +$271K | 0.05% | 69 |
|