Trellis Wealth Advisors’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.2M | Sell |
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|
2025
Q1 | $2.01M | Buy |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.25M | Buy |
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|
2024
Q2 | $2.01M | Buy |
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|
2024
Q1 | $1.98M | Buy |
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|
2023
Q4 | $1.79M | Sell |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $722K | Buy |
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|
2023
Q1 | $649K | Buy |
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|
2022
Q4 | $261K | Buy |
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