Trademark Financial 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
$224K Buy
5,699
+104
+2% +$4.08K 0.14% 85
2025
Q1
$200K Hold
5,595
0.15% 86
2024
Q4
$212K Hold
5,595
0.17% 87
2024
Q3
$208K Buy
+5,595
New +$208K 0.17% 89