AWM
DFSU

AE Wealth Management’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

AE Wealth Management’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
Q1 		– Sell
-6,201,623
Closed -$197M – 1339
2023
Q4 		$197M Buy
6,201,623
+78,268
+1% +$2.25M 1.01% 11
2023
Q3 		$170M Buy
6,123,355
+177,980
+3% +$5.14M 1.02% 12
2023
Q2 		$171M Buy
5,945,375
+183,454
+3% +$4.97M 1.03% 12
2023
Q1 		$153M Buy
+5,761,921
New +$151M 0.99% 11

Other funds holding DFSU

RS
Retirement Solution Redmond, Washington $423M AUM 16.83% 1-Year Est. Return
QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AC
AWM Capital Phoenix, Arizona $1.1B AUM 15.03% 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 $1.1B AUM 14.74% 1-Year Est. Return
AP
Adero Partners Pleasanton, California $1.53B AUM 5.52% 1-Year Est. Return
GC
Gibson Capital Wexford, Pennsylvania $537M AUM 14.43% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.07B AUM 18.05% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HFS
Heritage Financial Services Westwood, Massachusetts $1.2B AUM 13.95% 1-Year Est. Return

AE Wealth Management's DFSU Position: Q1 2024 in Review

AE Wealth Management sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2024, closing a stake of 6,201,623 shares — an estimated $197M sold.

AE Wealth Management first reported a position in DFSU in Q1 2023 and held it in 4 quarters. The position peaked at $197M in Q4 2023. 126 funds tracked by Wall St. Rank hold DFSU as of Q1 2024.

  • AE Wealth Management reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2024 after selling out during the quarter.
  • AE Wealth Management sold 6,201,623 Dimensional US Sustainability Core 1 ETF shares in Q1 2024, an estimated $197M.
  • AE Wealth Management first reported a position in Dimensional US Sustainability Core 1 ETF in Q1 2023 and held it in 4 quarters.
  • AE Wealth Management's Dimensional US Sustainability Core 1 ETF position peaked at $197M in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2024.

Based on AE Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.