WMS
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Wealth Management Strategies’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Wealth Management Strategies’s Portfolio DFSU Stock Details DFSU Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		$3.24M Buy
90,477
+53,465
+144% +$1.91M 2.17% 14
2024
Q4 		$14K Buy
+37,012
New +$14K 1.07% 14