TWA
Trellis 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 | $2.2M | Sell |
55,999
-194
| -0.3% | -$7.61K | 0.96% | 14 |
|
|
2025
Q1 | $2.01M | Buy |
56,193
+200
| +0.4% | +$7.16K | 0.98% | 14 |
|
|
2024
Q4 | $2.12M | Sell |
55,993
-4,650
| -8% | -$176K | 1.07% | 12 |
|
|
2024
Q3 | $2.25M | Buy |
60,643
+3,015
| +5% | +$112K | 1.13% | 11 |
|
|
2024
Q2 | $2.01M | Buy |
57,628
+113
| +0.2% | +$3.94K | 1.1% | 12 |
|
|
2024
Q1 | $1.98M | Buy |
57,515
+168
| +0.3% | +$5.78K | 1.12% | 12 |
|
|
2023
Q4 | $1.79M | Sell |
57,347
-49,135
| -46% | -$1.53M | 0.97% | 15 |
|
|
2023
Q3 | $2.95M | Buy |
106,482
+81,337
| +323% | +$2.26M | 1.86% | 12 |
|
|
2023
Q2 | $722K | Buy |
25,145
+749
| +3% | +$21.5K | 0.48% | 18 |
|
|
2023
Q1 | $649K | Buy |
24,396
+13,919
| +133% | +$371K | 0.48% | 17 |
|
|
2022
Q4 | $261K | Buy |
+10,477
| New | +$261K | 0.22% | 24 |
|