ASI
DFSU

Advisory Services & Investments’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Advisory Services & Investments’s Portfolio DFSU Stock Details DFSU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$2.23M Buy
60,103
+8
+0% +$286 1.52% 14
2024
Q2 		$2.09M Sell
60,095
-1,213
-2% -$41.1K 1.46% 14
2024
Q1 		$2.11M Buy
+61,308
New +$1.99M 1.46% 15

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.25B AUM 18.15% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $610M AUM 20.96% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
FPAS
Focus Partners Advisor Solutions Saint Louis, Missouri $11.8B AUM 25.68% 1-Year Est. Return

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

Advisory Services & Investments increased its Dimensional US Sustainability Core 1 ETF (DFSU) stake by 0.01% in Q3 2024, buying an estimated $286 and bringing the position to 60,103 shares worth $2.23M. The position accounts for 1.52% of the portfolio, ranked #14.

Advisory Services & Investments first reported a position in DFSU in Q1 2024 and has held it in 3 quarters since. 155 funds tracked by Wall St. Rank hold DFSU as of Q3 2024.

  • Advisory Services & Investments held 60,103 shares of Dimensional US Sustainability Core 1 ETF worth $2.23M as of Q3 2024.
  • Advisory Services & Investments bought 8 Dimensional US Sustainability Core 1 ETF shares in Q3 2024, an estimated $286.
  • Dimensional US Sustainability Core 1 ETF made up 1.52% of Advisory Services & Investments's portfolio in Q3 2024, its #14 holding.
  • Advisory Services & Investments first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2024 and has held it in 3 quarters since.
  • 155 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q3 2024.

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