TWD
True Wealth Design’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 | $507K | Buy |
12,909
+5,945
| +85% | +$233K | 0.18% | 25 |
|
|
2025
Q1 | $249K | Buy |
6,964
+4,057
| +140% | +$145K | 0.1% | 29 |
|
|
2024
Q4 | $110K | Sell |
2,907
-812
| -22% | -$30.8K | 0.04% | 66 |
|
|
2024
Q3 | $138K | Hold |
3,719
| – | – | 0.05% | 38 |
|
|
2024
Q2 | $130K | Hold |
3,719
| – | – | 0.03% | 130 |
|
|
2024
Q1 | $128K | Sell |
3,719
-140
| -4% | -$4.82K | 0.03% | 132 |
|
|
2023
Q4 | $120K | Buy |
+3,859
| New | +$120K | 0.03% | 127 |
|