Waypoint Wealth Partners’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Waypoint Wealth Partners’s Portfolio DFSU Stock Details DFSU Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.52M	Buy
2025 Q1	$4.54M	Buy
2024 Q4	$4.78M	Buy
2024 Q3	$4.63M	Buy
2024 Q2	$4.21M	Buy
2024 Q1	$1.86M	Buy
2023 Q4	$939K	Sell
2023 Q3	$941K	Buy
2023 Q2	$741K	Buy
2023 Q1	$568K	Buy