Truepoint Inc’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 | $3.62M | Buy |
92,208
+11,791
| +15% | +$463K | 0.09% | 41 |
|
|
2025
Q1 | $2.88M | Buy |
80,417
+10,545
| +15% | +$378K | 0.08% | 40 |
|
|
2024
Q4 | $2.65M | Sell |
69,872
-101
| -0.1% | -$3.83K | 0.07% | 43 |
|
|
2024
Q3 | $2.6M | Buy |
69,973
+17,049
| +32% | +$634K | 0.07% | 43 |
|
|
2024
Q2 | $1.84M | Buy |
52,924
+10,821
| +26% | +$377K | 0.05% | 44 |
|
|
2024
Q1 | $1.45M | Buy |
42,103
+17,959
| +74% | +$618K | 0.04% | 50 |
|
|
2023
Q4 | $752K | Hold |
24,144
| – | – | 0.02% | 104 |
|
|
2023
Q3 | $670K | Hold |
24,144
| – | – | 0.02% | 101 |
|
|
2023
Q2 | $693K | Buy |
24,144
+8,863
| +58% | +$254K | 0.02% | 85 |
|
|
2023
Q1 | $407K | Buy |
+15,281
| New | +$407K | 0.01% | 104 |
|