Wealth Enhancement Advisory Services’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 | $16.3M | Sell |
407,806
-4,905
| -1% | -$196K | 0.03% | 485 |
|
|
2025
Q1 | $14.8M | Sell |
412,711
-3,864
| -0.9% | -$138K | 0.03% | 485 |
|
|
2024
Q4 | $15.8M | Buy |
416,575
+12,479
| +3% | +$473K | 0.03% | 427 |
|
|
2024
Q3 | $15M | Buy |
404,096
+47,054
| +13% | +$1.75M | 0.03% | 413 |
|
|
2024
Q2 | $12.4M | Buy |
357,042
+17,532
| +5% | +$611K | 0.03% | 428 |
|
|
2024
Q1 | $11.7M | Buy |
339,510
+19,777
| +6% | +$681K | 0.03% | 432 |
|
|
2023
Q4 | $9.95M | Buy |
319,733
+40,461
| +14% | +$1.26M | 0.03% | 433 |
|
|
2023
Q3 | $7.75M | Buy |
+279,272
| New | +$7.75M | 0.03% | 469 |
|