AFS
DFSU

Annapolis Financial Services’s Dimensional US Sustainability Core 1 ETF DFSU Stock Holding History

Annapolis Financial Services’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
-4,659
Closed -$145K – 387
2023
Q4 		$145K Hold
4,659
– – 0.04% 130
2023
Q3 		$129K Hold
4,659
– – 0.04% 129
2023
Q2 		$134K Hold
4,659
– – 0.04% 130
2023
Q1 		$124K Hold
4,659
– – 0.04% 128
2022
Q4 		$116K Buy
+4,659
New +$118K 0.04% 132

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

Annapolis Financial Services's DFSU Position: Q1 2024 in Review

Annapolis Financial Services sold out of Dimensional US Sustainability Core 1 ETF (DFSU) in Q1 2024, closing a stake of 4,659 shares — an estimated $145K sold.

Annapolis Financial Services first reported a position in DFSU in Q4 2022 and held it in 5 quarters. The position peaked at $145K in Q4 2023. 126 funds tracked by Wall St. Rank hold DFSU as of Q1 2024.

  • Annapolis Financial Services reported no remaining Dimensional US Sustainability Core 1 ETF position as of Q1 2024 after selling out during the quarter.
  • Annapolis Financial Services sold 4,659 Dimensional US Sustainability Core 1 ETF shares in Q1 2024, an estimated $145K.
  • Annapolis Financial Services first reported a position in Dimensional US Sustainability Core 1 ETF in Q4 2022 and held it in 5 quarters.
  • Annapolis Financial Services's Dimensional US Sustainability Core 1 ETF position peaked at $145K in Q4 2023.
  • 126 funds tracked by Wall St. Rank held Dimensional US Sustainability Core 1 ETF as of Q1 2024.

Based on Annapolis Financial Services's 13F filing for Q1 2024, filed 17 Apr 2024.