Tortoise Investment 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 | $432K | Hold |
11,000
| – | – | 0.04% | 153 |
|
|
2025
Q1 | $394K | Hold |
11,000
| – | – | 0.04% | 156 |
|
|
2024
Q4 | $417K | Hold |
11,000
| – | – | 0.04% | 160 |
|
|
2024
Q3 | $409K | Hold |
11,000
| – | – | 0.04% | 164 |
|
|
2024
Q2 | $383K | Hold |
11,000
| – | – | 0.04% | 164 |
|
|
2024
Q1 | $379K | Buy |
11,000
+160
| +1% | +$5.51K | 0.05% | 169 |
|
|
2023
Q4 | $337K | Hold |
10,840
| – | – | 0.05% | 171 |
|
|
2023
Q3 | $301K | Buy |
10,840
+2,940
| +37% | +$81.6K | 0.04% | 170 |
|
|
2023
Q2 | $227K | Buy |
7,900
+4,500
| +132% | +$129K | 0.03% | 184 |
|
|
2023
Q1 | $90.5K | Buy |
+3,400
| New | +$90.5K | 0.01% | 273 |
|