Tanager Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$1.11M Sell
2025
Q2
$1.1M Buy
2025
Q1
$924K Buy
2024
Q4
$951K Buy
2024
Q3
$782K Sell
2024
Q2
$735K Buy
2024
Q1
$646K Buy
2023
Q4
$514K Buy
2023
Q3
$337K Buy