Wolff Wiese Magana’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
2023
Q4
Sell
-10,990
Closed -$305K 753
2023
Q3
$305K Sell
10,990
-7,308
-40% -$203K 0.25% 83
2023
Q2
$525K Hold
18,298
0.41% 63
2023
Q1
$487K Hold
18,298
0.4% 62
2022
Q4
$456K Buy
+18,298
New +$456K 0.39% 58