Towneley Capital 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 | $326K | Buy |
8,298
+865
| +12% | +$34K | 0.07% | 26 |
|
2025
Q1 | $266K | Sell |
7,433
-286
| -4% | -$10.2K | 0.06% | 35 |
|
2024
Q4 | $293K | Sell |
7,719
-41
| -0.5% | -$1.55K | 0.07% | 38 |
|
2024
Q3 | $289K | Buy |
7,760
+375
| +5% | +$13.9K | 0.07% | 34 |
|
2024
Q2 | $257K | Sell |
7,385
-191
| -3% | -$6.66K | 0.06% | 36 |
|
2024
Q1 | $261K | Buy |
7,576
+210
| +3% | +$7.23K | 0.06% | 40 |
|
2023
Q4 | $229K | Buy |
+7,366
| New | +$229K | 0.06% | 44 |
|