TCI Wealth Advisors’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 | $1.21M | Buy |
30,743
+7,890
| +35% | +$311K | 0.08% | 89 |
|
|
2025
Q1 | $797K | Buy |
22,853
+594
| +3% | +$20.7K | 0.06% | 96 |
|
|
2024
Q4 | $731K | Buy |
22,259
+1,626
| +8% | +$53.4K | 0.06% | 98 |
|
|
2024
Q3 | $737K | Buy |
20,633
+8,273
| +67% | +$296K | 0.06% | 98 |
|
|
2024
Q2 | $407K | Buy |
12,360
+1,222
| +11% | +$40.3K | 0.04% | 141 |
|
|
2024
Q1 | $375K | Buy |
11,138
+1,521
| +16% | +$51.2K | 0.04% | 144 |
|
|
2023
Q4 | $308K | Hold |
9,617
| – | – | 0.03% | 157 |
|
|
2023
Q3 | $276K | Buy |
9,617
+1,617
| +20% | +$46.4K | 0.04% | 161 |
|
|
2023
Q2 | $244K | Hold |
8,000
| – | – | 0.03% | 167 |
|
|
2023
Q1 | $240K | Hold |
8,000
| – | – | 0.03% | 162 |
|
|
2022
Q4 | $222K | Buy |
+8,000
| New | +$222K | 0.03% | 167 |
|