TWA
TCI Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3.14M | Buy |
80,014
+28,619
| +56% | +$1.12M | 0.22% | 48 |
|
|
2025
Q1 | $1.84M | Buy |
51,395
+1,398
| +3% | +$50.1K | 0.15% | 56 |
|
|
2024
Q4 | $1.89M | Buy |
49,997
+6,204
| +14% | +$235K | 0.16% | 55 |
|
|
2024
Q3 | $1.63M | Buy |
43,793
+17,256
| +65% | +$642K | 0.14% | 60 |
|
|
2024
Q2 | $925K | Buy |
26,537
+2,483
| +10% | +$86.6K | 0.09% | 82 |
|
|
2024
Q1 | $828K | Buy |
24,054
+2,154
| +10% | +$74.1K | 0.08% | 88 |
|
|
2023
Q4 | $682K | Hold |
21,900
| – | – | 0.07% | 94 |
|
|
2023
Q3 | $608K | Hold |
21,900
| – | – | 0.08% | 94 |
|
|
2023
Q2 | $629K | Hold |
21,900
| – | – | 0.08% | 95 |
|
|
2023
Q1 | $583K | Hold |
21,900
| – | – | 0.08% | 98 |
|
|
2022
Q4 | $546K | Buy |
+21,900
| New | +$546K | 0.08% | 95 |
|