TCI Wealth Advisors’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
$8.67M Buy
2025
Q2
$3.14M Buy
2025
Q1
$1.84M Buy
2024
Q4
$1.89M Buy
2024
Q3
$1.63M Buy
2024
Q2
$925K Buy
2024
Q1
$828K Buy
2023
Q4
$682K Hold
2023
Q3
$608K Hold
2023
Q2
$629K Hold
2023
Q1
$583K Hold
2022
Q4
$546K Buy