Willow Creek Wealth Management’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $10M | Buy |
254,144
+13,989
| +6% | +$551K | 0.9% | 27 |
|
|
2025
Q1 | $8.38M | Buy |
240,155
+43,809
| +22% | +$1.53M | 0.82% | 28 |
|
|
2024
Q4 | $6.45M | Buy |
196,346
+51,766
| +36% | +$1.7M | 0.66% | 29 |
|
|
2024
Q3 | $5.17M | Buy |
144,580
+4,594
| +3% | +$164K | 0.54% | 34 |
|
|
2024
Q2 | $4.61M | Buy |
139,986
+37,784
| +37% | +$1.24M | 0.52% | 35 |
|
|
2024
Q1 | $3.44M | Buy |
102,202
+32,971
| +48% | +$1.11M | 0.4% | 39 |
|
|
2023
Q4 | $2.22M | Buy |
69,231
+6,593
| +11% | +$211K | 0.28% | 45 |
|
|
2023
Q3 | $1.8M | Buy |
62,638
+5,674
| +10% | +$163K | 0.27% | 42 |
|
|
2023
Q2 | $1.73M | Buy |
56,964
+19,195
| +51% | +$584K | 0.25% | 45 |
|
|
2023
Q1 | $1.13M | Buy |
37,769
+12,513
| +50% | +$376K | 0.18% | 51 |
|
|
2022
Q4 | $702K | Buy |
+25,256
| New | +$702K | 0.12% | 59 |
|