BCM
DFSE

Brainard Capital Management’s Dimensional Emerging Markets Sustainability Core 1 ETF DFSE Stock Holding History

Brainard Capital Management’s Portfolio DFSE Stock Details DFSE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$1.29M Buy
43,267
+17
+0% +$504 0.99% 24
2022
Q4 		$1.22M Buy
+43,250
New +$1.21M 1.03% 22

Other funds holding DFSE

QFA
Quantum Financial Advisors El Segundo, California $1.01B AUM 23.7% 1-Year Est. Return
AWP
Abacus Wealth Partners Santa Monica, California $952M AUM 22.68% 1-Year Est. Return
FOA
Five Oceans Advisors Santa Monica, California $311M AUM 27.35% 1-Year Est. Return
MWM
Merriman Wealth Management Seattle, Washington $2.4B AUM 13.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RS
Retirement Solution Redmond, Washington $511M AUM 22.6% 1-Year Est. Return

Brainard Capital Management's DFSE Position: Q1 2023 in Review

Brainard Capital Management increased its Dimensional Emerging Markets Sustainability Core 1 ETF (DFSE) stake by 0.04% in Q1 2023, buying an estimated $504 and bringing the position to 43,267 shares worth $1.29M. The position accounts for 0.99% of the portfolio, ranked #24.

Brainard Capital Management first reported a position in DFSE in Q4 2022 and has held it in 2 quarters since. 50 funds tracked by Wall St. Rank hold DFSE as of Q1 2023.

  • Brainard Capital Management held 43,267 shares of Dimensional Emerging Markets Sustainability Core 1 ETF worth $1.29M as of Q1 2023.
  • Brainard Capital Management bought 17 Dimensional Emerging Markets Sustainability Core 1 ETF shares in Q1 2023, an estimated $504.
  • Dimensional Emerging Markets Sustainability Core 1 ETF made up 0.99% of Brainard Capital Management's portfolio in Q1 2023, its #24 holding.
  • Brainard Capital Management first reported a position in Dimensional Emerging Markets Sustainability Core 1 ETF in Q4 2022 and has held it in 2 quarters since.
  • 50 funds tracked by Wall St. Rank held Dimensional Emerging Markets Sustainability Core 1 ETF as of Q1 2023.

Based on Brainard Capital Management's 13F filing for Q1 2023, filed 9 May 2023.