WA
Wealth Architects’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $7.88M | Buy |
200,646
+59,229
| +42% | +$2.32M | 0.8% | 29 |
|
2025
Q1 | $5.06M | Buy |
141,417
+6,313
| +5% | +$226K | 0.56% | 32 |
|
2024
Q4 | $5.12M | Buy |
135,104
+4,585
| +4% | +$174K | 0.58% | 32 |
|
2024
Q3 | $4.85M | Buy |
130,519
+19,622
| +18% | +$730K | 0.55% | 33 |
|
2024
Q2 | $3.87M | Buy |
110,897
+68,848
| +164% | +$2.4M | 0.47% | 36 |
|
2024
Q1 | $1.45M | Buy |
42,049
+2,248
| +6% | +$77.4K | 0.19% | 58 |
|
2023
Q4 | $1.24M | Buy |
39,801
+104
| +0.3% | +$3.24K | 0.17% | 63 |
|
2023
Q3 | $1.1M | Buy |
39,697
+1,840
| +5% | +$51.1K | 0.19% | 64 |
|
2023
Q2 | $1.09M | Buy |
+37,857
| New | +$1.09M | 0.18% | 63 |
|