Tanager Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.1M | Buy |
27,921
+2,130
| +8% | +$83.6K | 0.13% | 49 |
|
|
2025
Q1 | $924K | Buy |
25,791
+703
| +3% | +$25.2K | 0.12% | 47 |
|
|
2024
Q4 | $951K | Buy |
25,088
+4,050
| +19% | +$153K | 0.12% | 44 |
|
|
2024
Q3 | $782K | Sell |
21,038
-56
| -0.3% | -$2.08K | 0.11% | 49 |
|
|
2024
Q2 | $735K | Buy |
21,094
+2,319
| +12% | +$80.8K | 0.11% | 50 |
|
|
2024
Q1 | $646K | Buy |
18,775
+2,256
| +14% | +$77.6K | 0.1% | 49 |
|
|
2023
Q4 | $514K | Buy |
16,519
+4,382
| +36% | +$136K | 0.09% | 49 |
|
|
2023
Q3 | $337K | Buy |
+12,137
| New | +$337K | 0.07% | 59 |
|