Waypoint Wealth Partners’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 | $3.06M | Buy |
77,558
+21,341
| +38% | +$841K | 0.74% | 15 |
|
|
2025
Q1 | $1.96M | Buy |
56,217
+451
| +0.8% | +$15.7K | 0.54% | 20 |
|
|
2024
Q4 | $1.83M | Buy |
55,766
+12,959
| +30% | +$426K | 0.5% | 21 |
|
|
2024
Q3 | $1.53M | Sell |
42,807
-873
| -2% | -$31.2K | 0.41% | 26 |
|
|
2024
Q2 | $1.44M | Buy |
43,680
+23,455
| +116% | +$773K | 0.42% | 24 |
|
|
2024
Q1 | $681K | Buy |
20,225
+5,485
| +37% | +$185K | 0.19% | 32 |
|
|
2023
Q4 | $472K | Buy |
14,740
+750
| +5% | +$24K | 0.15% | 42 |
|
|
2023
Q3 | $402K | Buy |
13,990
+3,880
| +38% | +$111K | 0.14% | 48 |
|
|
2023
Q2 | $308K | Buy |
10,110
+715
| +8% | +$21.8K | 0.11% | 55 |
|
|
2023
Q1 | $282K | Buy |
+9,395
| New | +$282K | 0.1% | 54 |
|