Blue Oak Capital, LLC DFSU Holdings History
Blue Oak Capital, LLC's Dimensional US Sustainability Core 1 ETF Holding Summary
As of 2025-06-30, Blue Oak Capital, LLC held 149,230.00 shares of Dimensional US Sustainability Core 1 ETF(DFSU), totaling $5.86 Mil. This investment constitutes 3.08% of their stock portfolio, and Blue Oak Capital, LLC now holds 0.39% of the outstanding Dimensional US Sustainability Core 1 ETF(DFSU) stock.
The initial trade took place in 2024Q4. In addition, there have been 2 sales at an average price of $36.95 for 94,250.00 shares. Based on historical transaction data and DFSU's current price of $39.89, Blue Oak Capital, LLC's estimated gain on his DFSU holdings is $100,461.20, reflecting a 1.08% gain to date.
Blue Oak Capital, LLC DFSU ($39.89) Holding Chart
Blue Oak Capital, LLC DFSU ($39.89) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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