Wealthspire Advisors (New York)’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	$1.1M	Sell	27,950 -2,668	-9%	-$105K	0.01%	372
2025 Q1	$1.1M	Hold	30,618	–	–	0.01%	365
2024 Q4	$1.16M	Sell	30,618 -30,618	-50%	-$1.16M	0.01%	344
2024 Q3	$2.28M	Buy	+61,236	New	+$2.28M	0.02%	231