Waypoint Wealth Partners’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 | $7.52M | Buy |
191,470
+64,618
| +51% | +$2.54M | 1.83% | 8 |
|
|
2025
Q1 | $4.54M | Buy |
126,852
+720
| +0.6% | +$25.8K | 1.26% | 8 |
|
|
2024
Q4 | $4.78M | Buy |
126,132
+1,659
| +1% | +$62.9K | 1.3% | 8 |
|
|
2024
Q3 | $4.63M | Buy |
124,473
+3,697
| +3% | +$137K | 1.23% | 8 |
|
|
2024
Q2 | $4.21M | Buy |
120,776
+66,695
| +123% | +$2.32M | 1.23% | 9 |
|
|
2024
Q1 | $1.86M | Buy |
54,081
+23,903
| +79% | +$822K | 0.53% | 19 |
|
|
2023
Q4 | $939K | Sell |
30,178
-3,733
| -11% | -$116K | 0.29% | 26 |
|
|
2023
Q3 | $941K | Buy |
33,911
+8,100
| +31% | +$225K | 0.33% | 23 |
|
|
2023
Q2 | $741K | Buy |
25,811
+4,461
| +21% | +$128K | 0.25% | 26 |
|
|
2023
Q1 | $568K | Buy |
+21,350
| New | +$568K | 0.2% | 29 |
|