ASI
DFSI

Advisory Services & Investments’s Dimensional International Sustainability Core 1 ETF DFSI Stock Holding History

Advisory Services & Investments’s Portfolio DFSI Stock Details DFSI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$583K Buy
16,305
+29
+0.2% +$992 0.4% 27
2024
Q2 		$536K Sell
16,276
-356
-2% -$11.9K 0.37% 28
2024
Q1 		$560K Buy
+16,632
New +$538K 0.39% 28

Other funds holding DFSI

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
FF
Francis Financial $610M AUM 16.1% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
GA
Greenspring Advisors Towson, Maryland $1.8B AUM 22.29% 1-Year Est. Return
PCI
Planning Center Inc Moline, Illinois $1.06B AUM 12.82% 1-Year Est. Return

Advisory Services & Investments's DFSI Position: Q3 2024 in Review

Advisory Services & Investments increased its Dimensional International Sustainability Core 1 ETF (DFSI) stake by 0.18% in Q3 2024, buying an estimated $992 and bringing the position to 16,305 shares worth $583K. The position accounts for 0.4% of the portfolio, ranked #27.

Advisory Services & Investments first reported a position in DFSI in Q1 2024 and has held it in 3 quarters since. 141 funds tracked by Wall St. Rank hold DFSI as of Q3 2024.

  • Advisory Services & Investments held 16,305 shares of Dimensional International Sustainability Core 1 ETF worth $583K as of Q3 2024.
  • Advisory Services & Investments bought 29 Dimensional International Sustainability Core 1 ETF shares in Q3 2024, an estimated $992.
  • Dimensional International Sustainability Core 1 ETF made up 0.4% of Advisory Services & Investments's portfolio in Q3 2024, its #27 holding.
  • Advisory Services & Investments first reported a position in Dimensional International Sustainability Core 1 ETF in Q1 2024 and has held it in 3 quarters since.
  • 141 funds tracked by Wall St. Rank held Dimensional International Sustainability Core 1 ETF as of Q3 2024.

Based on Advisory Services & Investments's 13F filing for Q3 2024, filed 12 Nov 2024.