Trademark Financial Management’s Dimensional Global Sustainability Fixed Income ETF DFSB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2024
Q4
Sell
-8,267
Closed -$440K 93
2024
Q3
$440K Buy
8,267
+592
+8% +$31.5K 0.35% 59
2024
Q2
$392K Sell
7,675
-130
-2% -$6.64K 0.32% 63
2024
Q1
$404K Buy
+7,805
New +$404K 0.34% 59