Waverly Advisors’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $498K | Hold |
12,624
| – | – | 0.01% | 797 |
|
|
2025
Q1 | $440K | Sell |
12,624
-300
| -2% | -$10.5K | 0.01% | 811 |
|
|
2024
Q4 | $425K | Hold |
12,924
| – | – | 0.01% | 720 |
|
|
2024
Q3 | $462K | Sell |
12,924
-1,000
| -7% | -$35.7K | 0.01% | 602 |
|
|
2024
Q2 | $459K | Hold |
13,924
| – | – | 0.01% | 596 |
|
|
2024
Q1 | $469K | Sell |
13,924
-1,829
| -12% | -$61.6K | 0.01% | 491 |
|
|
2023
Q4 | $505K | Sell |
15,753
-5,701
| -27% | -$183K | 0.02% | 297 |
|
|
2023
Q3 | $616K | Sell |
21,454
-4,316
| -17% | -$124K | 0.03% | 236 |
|
|
2023
Q2 | $785K | Buy |
+25,770
| New | +$785K | 0.03% | 204 |
|